Adding a date to a document or folder
Add, complete, or remove an important date (contract end, delivery day) for a document or folder from the calendar.
- Write permission in the area to add dates; the person who added it, the responsible person, or someone with edit permission to complete and remove
How to add a date to a document or folder?
Adding, completing, or removing an important date of a document or folder (contract end, delivery day) to the calendar. Who can do this: Write permission in the area to add dates; adding person, responsible person, or editor to complete and remove. Added dates enter your calendar; SmartFiles sends you a notification when the reminder time comes.
Dates are added to the calendar only when you add them; the application does not add dates automatically.
Steps
For a document: tap the document to open its details and scroll down to the Calendar section. 1 For a folder: tap the … button of the folder and select Calendar.
Tap + Add date. 3"
Enter a title, select the day from the 1 month grid; optionally enter a time (if left blank, all day).
Choose when to remind: same day, 1, 7, or 30 days before. Open Options for 2 Repeat and note.
Tap Add to Calendar. The date appears in the section and on the calendar.
Tap Complete to close a date, Release to reopen it, or Remove from calendar to delete it.
- 1Dates linked to the document
- 2Overdue date
- 3New date
- 1Title
- 2Reminder time