- 1
open the doc
any doc with an expiry date.
- 2
edit the reminder days field
default is 30. raise it for slow filings, lower for fast ones. nudges fire at the window-out mark and again at 7 days out.
- 3
save
the new window applies to the next nudge cycle.
tipif you're paying a cpa or attorney to prep the filing, set the reminder window to whatever lead time they need + 5 days. "fire 35 days out" gives them a fair chance.
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