Configure Reminders and Set Signature

Step 1: Configure Reminders and Set Signature.

Ready Records can automatically send emails to remind parent/guardians that you need their Food Program paperwork. To set up the time intervals for reminders:

• Log in as a sponsor
• Click on Setup
• Scroll down to “Manage Enrollment and income Form Reminder Emails”
• Complete the fields by putting in the number of days prior to form expiration that you want to send a reminder. In the reminder example below, we have the system sending out weekly reminders starting 35 days from when the form expires.

A signature is applied to each income and enrollment form that is approved by a sponsor user. To create

a signature:

• Login as a sponsor
• Click on “Users”
• Scroll to the signature box
• Use the mouse or touchscreen to add a signature
• Click Save