Step 6 - Reminders

You may want to set up reminders to help you stay on top of your corporate governance tasks. Corporify allows you to create reminders for a specific date such as:

• the expiration of a mandate;
• the date of your Annual General Meeting (AGM); or
• the renewal of an ID card. 

You can also add reminders manually to ensure you never miss a key deadline, for example: a reminder for the annual verification of the UBO-register.

Determine how much time in advance this reminder should be set, add an additional description and indicate who will receive the reminder (Tip: work with user groups). By default, the 'Email' option is switched on. Switch it off if you only want to receive the reminder in Corporify and not via email. 

How to create a reminder on a certain date

Below you can find a step by step guide on how add a reminder for the annual general meeting.

For detailed instructions, click 'Start tutorial' below.

Below you can find a step by step guide on how to add a reminder on the end date of a mandate.

For detailed instructions, click 'Start tutorial' below.

How to add a reminder to meta data (expiry date of an ID card)

Below you can find a step by step guide on how to add a reminder on meta data and more specific on the expiry date of an ID card.

For detailed instructions, click 'Start tutorial' below.

How to create a custom reminder

Below you can find a step by step guide on how to create a custom reminder.

For detailed instructions, click 'Start tutorial' below.