Category / Section
Can I customize the frequency of auto reminders?
Published:
1 min read
Yes, you can customize the frequency of auto reminders in BoldSign. When you require signers to review or sign a document, a reminder becomes helpful in prompting their action. While creating a document, you have the flexibility to customize the reminder interval and the number of reminder instances.
Follow the below steps to customize the frequency of auto reminders.
- Click the
Create New
button and selectCreate New Document.
- On the Prepare Document page, complete all the required fields and scroll down to the
Document settings
section. - In the
Document settings
section, enable theAuto reminder
option using the toggle button. - Specify the frequency for subsequent reminders after the initial one by entering the number of days in the
Remind every
field. - Set the total number of reminders to be sent in the
Max. reminders
field. You can configure up to 5 reminders.
- Now, the auto reminder has been set. The signer will receive auto reminders based on the number of days and reminders specified.