Everything you need to know about Soraban
Due Date for Templates & Open Items
Due dates help clients complete urgent materials on time. This tutorial will go over how to add, update, and remove due dates, our default reminder schedule, and how due dates are seen from the clients' side.
Adding, Updating, and Removing Due Dates
Templates and Open Items have a default due date of 14 days after they are sent.
You can update a questionnaire due date by clicking the Actions icon next to the questionnaire and selecting Change Due Date for a questionnaire that's already been sent out.
Update the due date and click 'Save.' Leaving it blank (mm/dd/yyyy) removes the due date.
Using Due Dates with Scheduler
You can also add a due date to scheduled templates. Instead of specifying which date, you can specify how many days the client has until the scheduled template is due. Again, you can leave this blank to disable the due date.
Our Auto-Remind Schedule
We will auto-remind the client of any templates or open items with due dates every 5 business days (once a week). Our goal is to aptly notify clients without annoying them.
Clients' View of Due Dates
Soraban shows the due date in various notifications and areas, depicted below:
After the due date has been passed, we won't send any further reminders to the client. In the client’s account, the questionnaire/open items will be shown as "Overdue!" as seen below.