[Classic Editor] Auto reminders

With this option, you can setup reminders  to be emailed automatically to the signers that have not completed the document.

Availability:  Business and Enterprise 

You can disable/enable it by going to the Add-ons store, “Workflow Section.”

We recommend setting up auto reminders on templates (both uploaded and editable). All new documents created from that templates will inherit the reminder settings.

Set up Auto Reminders for all templates and documents

Click on Settings > Settings > Auto reminder.

You have two customizations available:

1. “Send first reminder in…”
2. “Repeat after...” options.  

Click on “Save” once finished. These will be the default reminder settings for all future templates and documents created after November 11, 2016.

Set up Auto Reminder on a Template or Document

You can setup auto reminder for a specific template and all documents created from this template.

Open any template, go to More… > Settings, click on the “Gear” icon to show the options for auto reminders that include:

1. “Send first reminder in…”
2. “Recurring reminders”.

Click on “Apply” when done.

Check Auto Reminder settings before sending a document

After you click on “Send” and modify the name of the document, you will see the “Send Document" popup. If you have “Auto reminders” enabled for this document, you will see a bell icon, hover over it to check the settings.

Click on the bell icon to modify auto reminders settings.

Review/change Auto Reminders on a sent document

Open the document, go to More… > Settings > Auto Reminders, to modify auto reminders on a sent document.

Force an Auto Reminder

If you want to send a reminder before the set timing, open the sent document, go to Recipients, click signer's name and click "Send reminder to..."

Auto Reminders in Document Activity

When an auto reminder is sent out to your signers, this event will show up in Activity > Actions. Next image shows what an auto reminder notification email looks like on the recipient's side.