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 Add-ons store's "Workflow Section."
We recommend setting up auto reminders on your templates. All new documents created from these templates will inherit these auto-reminder settings.
Note:
Reminders can be sent to signers only.
Set up auto reminders for all templates and documents
Click on Settings > Settings > Auto reminders settings.
You have two customizations available:
- “Send first reminder in…”
- “Repeat after...” options.
Click on “Save” 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 context menu button > Reminder settings (or go to Document info to show settings for auto reminders, auto numbering and auto expiration) to show the options for auto reminders, including:
- “Send first reminder in…”
- “Recurring reminders”.
Click on “Apply” when done.
Note:
You can set up auto reminders the same way for a specific document.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 click the context menu > Reminder settings, 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: