Auto reminders

With our auto reminders feature, you can set up reminders to be emailed automatically to any signers who haven’t yet completed the document.

Availability: Business and Enterprise plans

You can disable/enable auto reminders by going to the "Workflow" section in the Marketplace.

We recommend setting up auto reminders on your templates. All new documents created from these templates will inherit these auto-reminder settings.

Set up auto reminders for all templates and documents

Select your name in the lower-left corner and go to Workspace defaults > Auto reminder settings.

You have two customizations available:

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

Click on Save changes once finished. 

Set up auto reminder on a template or document

You can set up auto reminders for a specific template and all documents created from that template.

Open any template, then click the ellipses in the top right corner, choose Settings, and select Reminders from the dropdown (or go to Document info to show settings for auto reminders, auto numbering and auto expiration) to show the options for auto reminders, including:

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. You will see also see the reminders setting at the bottom — click on it to check or modify it.

Review/change auto reminders on a sent document

Open the document and then click the ellipses in the top right corner. Next, choose Settings and select Reminders from the dropdown to modify auto reminders on a sent document.

Auto reminders in Latest Activity

When an auto reminder is sent to your signers, this event will show up under "Latest Activity" in the Document info panel.

Here’s what an auto reminder notification email looks like to a recipient: