A follow-up date can be set for a Document Tracking folder. When the set follow-up date has passed, the Document Tracking folder is marked as Overdue in the Follow-up Date column of the Document Tracking layout.
To set the follow-up date for a Document Tracking folder:
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Perform one of the following:
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From the Document Tracking layout, select a Document Tracking folder and click Follow-Up Date from the Actions ribbon group.
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From the Documents layout, click Follow-Up Date from the Folder tab Actions ribbon group. For more information on accessing the Documents layout, see Working with Documents.
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The Follow-Up Date window is displayed:
