4 Replies Latest reply on Jul 3, 2017 7:51 AM by Adam Arrowsmith

    How do you manage documents for follow-up?

    Frank Field Advanced

      Hi, All!


      How do you manage your documents to ensure that they're updated and accurate?  Is there a way to set a reminder to return to a document to ensure it's up to date?


      There's "mark for action," but it sends an immediate reminder and I see no method for scheduling a reminder.