rubyforgood · awwaiid · Sep 5, 2026 · Sep 6, 2026 · awwaiid · Sep 6, 2026
diff --git a/docs/user_guide/bank/essentials_distributions.md b/docs/user_guide/bank/essentials_distributions.md
@@ -39,7 +39,7 @@ The fields include:
 - Partner (mandatory)
 - Distribution date and time -- this is defaulted to midnight of the current day.  If you want to change it (if, for example, you have a specific time you are scheduling the pickup for), we recommend you use the little calendar gizmo at the right of the field.
 
-- Send email reminder the day before  --> causes an email to be sent the day before
+- Send email reminder the day before  --> causes an email to be sent the day before.  (If your organization has turned off day-before reminder emails in "My Organization", you'll see a notice here instead of the checkbox -- see [Getting Started - Customization](getting_started_customization.md#other-emails).)
 
 - Agency representative - for information only.  This is defaulted to the email of the person who sent the request.
 - Delivery method -- we default this to pickup because it's the most common across banks.

diff --git a/docs/user_guide/bank/getting_started_customization.md b/docs/user_guide/bank/getting_started_customization.md
@@ -131,6 +131,24 @@ This is a special topic that has its own guide page [here](special_custom_units.
 
 
 ## Other emails
+Human Essentials can send two kinds of reminder emails to your Partners: a monthly reminder of the deadline for submitting Requests, and a reminder the day before a scheduled Distribution.  The first two fields in this section are bank-wide on/off switches for each kind.
+
+![Other emails section of the organization edit page](images/getting_started/customization/gs_customization_other_emails.png)
+
+#### Send monthly deadline reminder emails to partners? (1)
+If "No", no monthly deadline reminders are sent to any of your Partners, regardless of any schedules set up on your Partner Groups or on individual Partners, and the schedule fields below (3) are hidden.  The Partner Group form will show a notice that these emails are turned off instead of the reminder schedule fields.
+
+#### Send day-before distribution reminder emails to partners? (2)
+If "No", the "Send email reminder the day before?" checkbox on the Distribution form is replaced with a notice that these emails are turned off, and no day-before reminders are sent.
+
+![Distribution form when day-before reminders are turned off](images/essentials/distributions/essentials_distributions_reminders_off_notice.png)
+
+If you never want either kind of email, set them to "No" -- this is simpler than turning reminders off Partner by Partner.  If both are "No", the Partner form will show a notice that reminder emails are turned off for your organization.
+
+![Organization edit page with deadline reminders turned off](images/getting_started/customization/gs_customization_other_emails_off.png)
+
+The rest of the fields in this section (3) only appear if you have said "Yes" to monthly deadline reminders.
+
 #### Send reminders on a specific day of the month (e.g. "the 5th") or a day of the week (eg "the first Tuesday")?
 You may configure when you would like reminder emails to be sent to your Partners.
 

diff --git a/.../images/essentials/distributions/essentials_distributions_reminder_checkbox.png b/.../images/essentials/distributions/essentials_distributions_reminder_checkbox.png
diff --git a/...ages/essentials/distributions/essentials_distributions_reminders_off_notice.png b/...ages/essentials/distributions/essentials_distributions_reminders_off_notice.png
diff --git a/...ide/bank/images/getting_started/customization/gs_customization_other_emails.png b/...ide/bank/images/getting_started/customization/gs_customization_other_emails.png
diff --git a/...bank/images/getting_started/customization/gs_customization_other_emails_off.png b/...bank/images/getting_started/customization/gs_customization_other_emails_off.png
diff --git a/...e/bank/images/getting_started/customization/gs_customization_view_reminders.png b/...e/bank/images/getting_started/customization/gs_customization_view_reminders.png
diff --git a/docs/user_guide/bank/images/partners/partners_groups_reminders_off_notice.png b/docs/user_guide/bank/images/partners/partners_groups_reminders_off_notice.png
diff --git a/docs/user_guide/bank/images/partners/partners_reminders_off_notice.png b/docs/user_guide/bank/images/partners/partners_reminders_off_notice.png
diff --git a/docs/user_guide/bank/pm_adding_a_partner.md b/docs/user_guide/bank/pm_adding_a_partner.md
@@ -20,7 +20,11 @@ What Partner Group, if any, does the Partner belong to.  Partner Groups are very
 ### Do you want this Partner to receive emails for Distributions and Reminders from the system?
 If enabled, the Partner may receive reminders if your organization, or the Partner's Partner Group is configured with a reminder schedule.
 
-This works in conjunction with the reminder configuration set on an organization level (see [Getting Started - Customization](getting_started_customization.md)) and partner group level (see [Adding a single Partner](pm_adding_a_partner.md)).
+This works in conjunction with the reminder configuration set on an organization level (see [Getting Started - Customization](getting_started_customization.md)) and partner group level (see [Partner Groups](pm_partner_groups.md)).
+
+[!NOTE] If your organization has turned off both kinds of reminder emails in "My Organization", you'll see a notice here that reminder emails are turned off for your organization, and this checkbox won't have any effect.
+
+![Notice shown on the Partner form when reminder emails are turned off](images/partners/partners_reminders_off_notice.png)
 
 For a full description of how the reminder schedules work, and how the different configurations interact, see [Partner Reminder Emails](pm_partner_reminders.md).
 

diff --git a/docs/user_guide/bank/pm_partner_groups.md b/docs/user_guide/bank/pm_partner_groups.md
@@ -31,6 +31,10 @@ For clarity - if you do not choose any categories, they will not be able to choo
 ### Do you want to send deadline reminders to them every month?
 If enabled, you may configure how frequently you would like reminders to be sent to Partners who are part of this Partner Group.
 
+[!NOTE] If your organization has turned off monthly deadline reminder emails (see [Getting Started - Customization](getting_started_customization.md#other-emails)), you'll see a notice here instead of the reminder fields, and no reminders will be sent to the group.
+
+![Partner Group form when deadline reminders are turned off](images/partners/partners_groups_reminders_off_notice.png)
+
 This works in conjunction with the reminder configuration set on an organization level (see [Getting Started - Customization](getting_started_customization.md)) and the Partner specific configuration (see [Adding a single Partner](pm_adding_a_partner.md)).
 
 For a full description of how the reminder schedules work, and how the different configurations interact, see [Partner Reminder Emails](pm_partner_reminders.md).

diff --git a/docs/user_guide/bank/pm_partner_reminders.md b/docs/user_guide/bank/pm_partner_reminders.md
@@ -1,4 +1,6 @@
 # Partner Reminder Emails 
+[!NOTE] Reminder emails can be switched off for your whole bank in "My Organization" (see [Getting Started - Customization](getting_started_customization.md#other-emails)).  If the monthly deadline reminders are switched off there, nothing on this page applies -- no deadline reminders are sent, whatever the Partner Group or Partner settings say.
+
 You may configure a reminder schedule on an organization and/or Partner Group level. Partners who are covered by these categories, and who individually have reminders enabled, will receive an email based on the schedule, reminding them of the deadline for submitting requests. 
 
 You may configure the date of the month or weekday of the month the reminders are sent, and the deadline date included in the email.