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 on the top 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 on the name. Add an optional message and select Send reminder.
Note: You can send a reminder only once every 24 hours.
Warning: The manual reminder subject line has a maximum length of 78 characters. If the subject exceeds this limit, the reminder cannot be sent.
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". Click the Info button on top of the page > "Latest activity" to access it.
Troubleshooting
I see the "Email reminder to failed to send" error message when trying to send a reminder.
If you see this error, it means the subject line of your reminder email exceeds the character limit. To ensure all email providers display your subject line correctly, we recommend keeping it under 78 characters.
How to fix it:
Shorten your subject line to 78 characters or fewer
Refresh the page
Select Send reminder
Once successful, a confirmation message - "Reminder has been sent to the recipient via email" - will appear at the bottom of the page.
