Setup CLE Plan Deadline Reminders
Steps
1. In CLESite, from the home page, select a Plan.
2. Select Edit.
3. To turn the Deadline Reminders on, select the Send Deadline Reminders toggle.
4. To edit the default Deadline Reminders template, select the Customize Deadline Reminders toggle, then select (edit).
5. To edit the default Deadline Reminder schedule, select the Customize Deadline Reminder Schedule toggle, then select (edit). For example, the reminders can go out every 30 days at 9 A.M.
6. Select Save Plan.