Category / Section
Can I send reminders manually?
Published:
1 min read
BoldSign allows users to manually send reminders to recipients to ensure that documents are completed on time. However, only one manual reminder can be sent in a day for each document. Additionally, the manual reminder you send will not impact the configured auto-reminder settings.
Follow the steps below to send reminders manually:
- Select
My Documents
from theDocuments
menu. - Locate the document for which you want to send a manual reminder. Click the bell icon or select
Send reminder
from the context menu at the right end.
- Alternatively, you can use the
Send reminder
orRemind Now
option on the overview page.
- The
Remind Now
dialog box will appear. Select the recipient’s name and type your reminder message in the text box and click theRemind Now
button to send the reminder.
- Now, the reminder has been sent successfully.
- If you attempt to send more than one reminder in a single day, you will receive an error message.
- The signer will receive an email with the reminder message, as shown below.