Availability: All plans
Depending on your business needs, you can send a reminder to your recipient if they haven't reviewed or signed the document.
Note: Reminders to sign a document are unavailable for completed documents.
Send a reminder on a sent document
Start by opening the document, then select Manage recipients at the bottom of the page.
Note: The reminder feature is only for recipients to whom you have assigned a field.
Find the recipient to send the reminder to and click the three dots button to the right of their name. From here, select Remind recipient.
Add an optional message and select Send reminder.
Note: You can send a reminder only once every 24 hours.
Reminder email example:
Review a reminder notification in Document activity
When reminders are sent out, a notification will also show up in the document's "Latest activity". On the top left menu, select File. Then navigate to Document > Document details.
