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How to change request reminders in YakFiles

Anyone who can share from the workspace

Some clients need a nudge every few days; others find that too much. Each request has its own reminder schedule, and YakFiles stops reminding as soon as the checklist is complete.

Before you start

  • An open request sent to a client's email
Transcript

Change how often YakFiles reminds a client about outstanding documents.

Open the request. The summary shows when the next reminder goes out, and how often.

Select Edit, and change Remind every to the number of days you want. Seven days suits a client who's already been chased.

Select Save settings. The summary now shows the new schedule. To nudge the client right away, select Send reminder.

Steps

  1. Open the request ▶ 0:06

    In Requests, open the request. The summary shows the next reminder and its schedule.

    Request summary showing the next reminder every 3 days

  2. Change the schedule ▶ 0:12

    Select Edit. Change Remind every (days).

    Request settings with Remind every set to 7 days

  3. Save ▶ 0:20

    Select Save settings. Optional: select Send reminder to remind the client now.

    Request summary showing reminders every 7 days
ResultThe request shows the new schedule under Next reminder.

Next steps

Updated 2026-10-26