Send yourself a test reminder

Open Preview email on the Reminders page, choose the email, and select Send a test to me. GarnerDocs sends that email, filled with sample data, to your own email address.

Steps

1. 1

   Open Reminders

   Select Reminders in the sidebar.

2. 2

   Open the preview

   Select Preview email at the top of the page. The preview shows what a client receives.

3. 3

   Choose the email

   Use the menu to pick Reminder, Final reminder, Invitation or Replacement requested.

4. 4

   Send the test

   Select Send a test to me. You'll see "Test email sent to" followed by your email address.

What you'll receive

The email you picked, exactly as a client would see it, with:

• Your workspace's name as the sender ("[your workspace name] via GarnerDocs"), and your logo and brand colour.
• A sample client, James Wilson at Wilson Joinery, and a sample request, "2025 Tax Documents", due 14 days from today.
• A sample checklist: Bank Statements (already received), Loan Statements and Year-End Inventory Report.

It goes to the email address on your own profile, not to a client, and it's sent straight away.

Good to know

• Nothing is saved: no client, request or reminder is created, and nothing appears in your activity.
• The test isn't linked to a real request, so its upload button doesn't open a working upload page.
• Anyone on your team can send a test, on every plan.
• You can send up to 6 test emails a minute. If you hit the limit, wait a minute and try again.
• Change the logo and colour the emails use in Settings → Branding & portal. See Add your logo and brand colour.
• Didn't arrive? Check your spam folder, and that the address in your profile is right.