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At any point in Scan123 you see this: Click on it and a little 'help' flyout will assist you. Try it!
At any point in the Help Docs you see this: there's a video tutorial.

 

Reminders

The reminders page shows you all of the reminders you have created for any company. To display reminders from only one company, use the drop-down menu at the top of the page to select the company.

If the date and time set for the reminder is in the past, the reminder will be displayed in red to indicate that it is past due. You can sort your reminders by date by clicking on the "Date" column header. Reverse sort by clicking it again.

Clicking the folder or cabinet name in the folder path will take you to that cabinet or folder.

To edit a reminder, click "edit" to the right of the reminder. After making your changes, click "Save Reminder" or "cancel (back to reminders)" to go back to all reminders without making any changes.

To delete a reminder, click "delete" to the right of the reminder. You will be asked to confirm the deletion before proceeding.

To create a new reminder, navigate to the folder inside its parent cabinet, and click the calendar icon ( ) to the right of the folder.

 

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There is a great deal more help and information about the administration of your companies' Scan123 account. To access more detailed help, please login.