Reminder emails
There are two ways to send reminder emails to gently remind the signers to complete an unsigned document. The first is enabled in Settings and will send either a daily or weekly reminder. The second is a manual reminder that you can use at any time before the set expiration period.
Auto reminder
Tips:
- Weekly reminder automatically notifies the signer on 3rd, 7th, 14th, 21st, and 28th day
- Daily reminder automatically notifies the signer starting on the 7th day through the 30th day
- Reminders are sent only on active documents (not expired/ not voided/ not executed)
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Under Account > Settings, navigate to Send reminder emails.
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Select one of the following options:
- No auto reminders: This is the default and no reminders are sent.
- Weekly: Select to send a weekly reminder.
- Daily: Select to send a daily reminder.
Reminders can be disabled in the Settings section of your account. These settings can be changed at any time.
Manual reminder
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In the Documents dashboard, select the document you want to send a reminder for.
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Select Remind by the name of the signer under the People Involved section of the Status column. The Remind button is only available to the sender of the document.
A reminder email is sent.