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Settings – Preferences

User and organisation preferences.

Preferences: Open links in new tabs, Auto-send reminders, Notification Periods

When enabled, links in the Renewals table (matter name, application number, client, applicant, matter type) will open in a new browser tab.

Auto-send reminders

When enabled, pending reminders are sent automatically during work hours (weekdays from 9am in your organisation timezone). Applies to email and SMS.

You can enable or disable auto-send per matter type. Matter types without auto-send will require manual sending from the Renewals table or matter page.

Notification Periods

  • Display error messages day period – Number of days to show failed reminder (SMS/email) errors in the Errors list. Default: 30 days.
  • Upcoming renewal notification period – Duration before a renewal to show the date in orange in the renewals table and to include in the summary email. Default: 7 days.

Click Save to apply changes.