Compliance Reminders and Notifications

Support Team
Mar 13, 2026
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Compliance Reminders and Notifications

Set up and manage compliance reminders to never miss a deadline.

Reminder Types

Email Notifications

  • Sent to assigned person
  • Includes checklist details
  • Link to submit
  • Configurable timing

WhatsApp Notifications

  • Instant delivery
  • Mobile-friendly
  • Quick submission link
  • Available on paid plans

Dashboard Notifications

  • In-app notifications
  • Badge counters
  • Due date indicators
  • Overdue warnings

Reminder Schedule

The default reminder is sent 1 day before due date. This can be configured in your organization notification settings.

Notification Settings

Organization Level

  • Default reminder timing
  • Notification channels (email, WhatsApp, dashboard)

Individual Level

  • Personal notification preferences

Managing Notifications

  1. Go to Settings > Notifications
  2. Configure preferences:
    • Email on/off
    • WhatsApp on/off
    • Dashboard on/off
  3. Choose notification frequency

Best Practices

  • Enable multiple channels
  • Set reminders well in advance
  • Review notification settings regularly
  • Don't ignore overdue alerts
  • Update completion promptly

Troubleshooting

Not receiving notifications?

  • Check notification settings
  • Verify email/phone number
  • Check spam folder
  • Ensure WhatsApp is connected
  • Contact support if issues persist

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