Reminder destinations

Note: Reminder destinations is just a special kind of notification (it is a notification on a reminder that is due), thus this setup article is very similar to the one about notifications.

Reminder destination settings are located under Settings > Notifications.

To configure a new set of Reminders, click "Add new reminder".

Provide a name for the new reminder setup and then click "Add".

Next, click on"Conditions (0)".

Click on the "+" button to the right to add a condition for when notifications should be sent. Your screen will now look like this:

The options you have are:

1. Folders that include the tag
   This will allow you to set up notifications only when certain tags are used, such as for the tag "Master agreement"

2. Folders that are in a specific section
   This will allow you to set up notifications only for a specific section

3. Users belong to access group
   This allows for notificaions to be sent when users belong to certain access groups. Please contact Documaster for support when setting this up.

Please select "Folders in section" and then click on the button "Select section".

Look up the section you want to set up notifications for and click "Select"

Finally, select "Add condition"

The next step is to set up "Outcomes", which is where we will define which Teams (or Slack) Channel the notifications will go to.

Click "+" and select "Send notification to Teams".

We now need a "Webhook" URL for the Teams Channel in question. That URL must be obtained from the Teams channel.

In Teams, locate the channel you want notifications to go to, click the overflow menu and then select "Connectors".

Note: you must have the correct privileges in Teams to be able to view this option.

Click "Configure" on the connector called "Incoming Webhook"

Enter a name for the connection, e.g. "Documaster" and upload an appropriate image. Please contact Documaster to upload the Documaster "D" logo.

Click "Create".

You will now be provided with a URL.

Please copy this URL and return to Documaster to complete the setup.

Paste the URL into the field that says "Webhook URL" and click "Add outcome".

Click the blue "Done" button at the top of the page.

You will now be back at the "Notifications" setup page and you should be able to see your new reminder configuration in the list.

The final step is to activate the configuration. Click the grey switch button on the right.

When it turns purple, it's on, and reminders will start appearing in your Teams channel whenever reminders are due.