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Adding calendar date to document or folder

A user with write permission adds a date to a document or folder: selecting what it is, the day, and how many days until a reminder. The date enters your DBLinx calendar; when the time comes, a notification is sent to the responsible person, and if it is a document, a task with a due date appears in Tasks. If AI is enabled, expiry, termination, and maturity dates in the document are suggested. Nothing is added to the calendar without your confirmation: suggestions and invitations only enter the calendar when you add them. Every addition, completion, removal, and sent reminder is recorded in the activity history of the document or folder. Details: team collaboration.

  • User
  • Write permission in the area; AI permission for date suggestion

How to add a calendar date to a document or folder?

A user with write permission adds a date to a document or folder: they select what it is, the day, and how many days in advance to remind. Who can do this: User; Write permission in Area; AI permission for date suggestion. The date appears in the person's DBLinx calendar across all products; it is also listed in Upcoming dates at the top of the Tasks screen in SmartFiles.

Steps

  1. Select the document or folder; open the Calendar tab in the details panel (calendar icon).

  2. To view dates in the document, click Find dates in document 2; click Add next to the one you want.

  3. Click Add Date to add your own date 3; fill in the What?, Date, and Reminder fields.

  4. Open Options to remind someone else or repeat monthly/yearly; skip this step if not needed.

  5. Click Save. The added date appears in the tab 1; when finished, click Done.

Calendar tab of the detail panel: document dates and suggested dates found in the document
  1. 1Date in the calendar; reminder when due
  2. 2Dates found by AI in the document
  3. 3Add your own date
With demo data.
TypeWhat it provides
ReminderThat day or 1, 7, 14, 30, 60, 90 days ago
Remind whomDefault is you; someone else with access to the document can be selected
RepeatEvery week, every month or every year (e.g., monthly report)
"Result The date appears in all products in the person's DBLinx calendar; it is also listed under Upcoming dates at the top of the Tasks screen in SmartFiles. The number above the calendar icon in the top bar shows today's open calendar items (from all DBLinx products; completed ones are not counted, more than 9 is shown as “9+”, and if there are overdue items, they are highlighted in red); clicking the icon opens today's list. Those without access to the document see the date only as “Document date” and do not see the document name.
"CautionCompare the dates suggested by AI with the document before adding them.
"Tip Calendar History on the Calendar tab shows who added, completed, or removed what and when on this document's calendar (History permission required). If you add a date for someone else, they receive a notification. When a document is permanently deleted, its associated calendar dates are also deleted.

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