Weekly documentation email for business admins and account owners
complete
Lindsay Thomason
Subject: Weekly Documentation Summary for [Customer Name]
Here is your weekly documentation summary for [Customer Name]:
- # Expired
- # Expiring
- # Not Submitted
- # Submitted
The following documentation is expired or is set to expire in the next 30 days:
- [Staff Name]: [Category] expired/expires [Expiration Date]
Reminders are sent to staff about expiring documentation 90 days, 60 days, 30 days, 1 week, and 1 day before expiration. Final reminder sent on expiration date.
The following documentation has not been submitted:
- [Staff Name]: [Category] assigned on [Assigned Date] by [Assigned By Name]
Reminders are sent to staff about assigned documentation at the interval set on each category.
Lindsay Thomason
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