Automated Document Request Reminders
A request is only useful if it gets finished. Intaky’s automatic reminders follow up while a case is waiting on the applicant, and point each contributor back to the items they still owe.
A business application can be waiting on more than one person. Intaky identifies outstanding work and sends reminders to the relevant contributors, rather than treating the company coordinator as responsible for every member’s evidence.
The email names outstanding items and links to the case. A client with a valid session can continue; if their session has expired, they request a fresh sign-in link. Reminder links are not permanent sign-in keys.
Set the reminder interval on the application type and check the workspace timezone. Automatic reminders are sent during the 08:00–18:00 window in that timezone, with a cap of six per case.
The automatic process checks cases in Draft or More Info Requested. It skips cases waiting on your reviewers, and does not keep nudging a client who has no outstanding work.
Inspect the case’s reminder status and history instead of guessing whether the last follow-up went out. Your team can also send a manual reminder for outstanding work when a personal intervention is appropriate.
A reminder cannot fix an unclear request. If the client keeps sending the wrong statement, improve that item’s instructions and explain the correction. Use the reminder to bring them back to a request they can actually finish.
No. Intaky’s document reminders are sent by email.
Automatic reminders target Draft and More Info Requested cases with outstanding applicant work. Submitted and Under Review cases are waiting on your team and are skipped.
The interval is configured on the application type, so different intake types can use different intervals. A zero interval disables automatic reminders for that type.
No. It links to the case. Clients with an active session can continue; otherwise they can request a new email sign-in link. Those sign-in links are single-use and expire after 30 minutes.
Build the checklist around the information and evidence your team actually needs.
Create your workspace14-day free trial · No card needed
