How to Memorize a Document

• Search and open the document you wish to Memorize

2. - Once the Document in open there is an Actions button at the top of the form

• Choose Memorize
• A Memorize Document form Will pop up
  • Enter a Description of the Document you are memorizing
  • Enter a Frequency that this document will be done
    • Daily
    • Weekly
    • Biweekly
    • Semimonthly
    • Monthly
    • Quarterly
    • Semiannually
    • Yearly
    • Etc
  • If you would like the notes, tasks and files to be memorized too, select any or all of the item to be included
  • Click Save.