To Set Due Dates and Reminders for the Transmittal To Set Due Dates and Reminders for the Transmittal (portal)

• Issue date - Click in the field to open the calendar, then select the date by which you would like to issue the transmittal.
• Send reminder - Optionally, enter the number of days prior to the issue due date that you want a reminder to be sent to you.

Set the date by which the recipient(s) of the transmittal who are required to acknowledge must acknowledge that they have received the transmittal.

• Days after issue - Select this option if you want the acknowledgement due date to be a specific number of days after the transmittal is issued, and then enter how many days after issue that should be.
• Fixed date - Select this option if you want to set a fixed date by which you need to receive acknowledgements, and then click in the field and select the date from the calendar.
• Send reminder - Optionally, enter the number of days prior to the acknowledgement due date that you want a reminder to be sent to the recipients.

When a particular recipient's acknowledgement is overdue, both the issuer and the recipient will receive an email notification about it.

• Days after issue - Select this option if you want the response due date to be a specific number of days after the transmittal is issued, and then enter how many days after issue that should be.
• Fixed date - Select this option if you want to set a fixed date by which you need to receive all responses, and then click in the field and select the date from the calendar.
• Send reminder - Optionally, enter the number of days prior to the response due date that you want a reminder to be sent to the recipients.

When a particular recipient's response is overdue, both the issuer and the recipient will receive an email notification about it.