Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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            • Policies and Compliance Tab
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              • COI Expiry Notification
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              • Using Notes
              • Using Reminders
                • Creating a New Reminder
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                • Editing a Reminder
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          Help Section          

Creating a New Reminder
 

1.       Click New Note/Reminder. The New Note/Reminder popup window will open.

 

 

2.       In the window that opens, enter a subject and a message for the reminder.

3.       Place a checkmark beside Make a Reminder.

4.       Click Save.

 

 

5.       Your reminder will be displayed in the COI's Messages tab, as well as in the Messages list. All reminders are marked with a  icon.

 

 

Last Updated: April 22, 2011