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Send a follow-up reminder to sign a document
Send a follow-up reminder to sign a document

Depending on your business needs, you can send a reminder to your recipient, if they haven't reviewed or signed the document.

Updated over a month ago

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 that you have assigned a field to.

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Find the recipient to send the reminder to and click on the name, then select Send reminder.

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Reminder email example:

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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.

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