How to manage auto reminder after sending a document?

The auto reminder feature is useful for reminding signers to complete their signing requests. The reminders will be sent automatically at specified intervals and a specified number of times until the document is signed. The user can only change these configurations while creating the document, which cannot be changed after the document has been sent. If the auto reminder is enabled while creating the document, you can disable or re-enable it.

To know how to configure auto reminders while creating a document, check this article: Configure auto reminders

Follow the steps below to manage the auto reminder after sending a document:

• Go to Documents and select My Documents.
• To get to the overview page, click on the sent document.
• You can find the Auto reminder field on the overview page.
• If the auto reminder is enabled while creating the document, you can disable or re-enable it using the toggle button.
• The auto reminder toggle can only be turned on and off on the overview page.
• Only the sender and the admin of the sender can manage the auto reminder.

• If the auto reminder is disabled while creating the document, the toggle button will not appear and cannot be enabled on the overview page.

• In the auto reminder section, even if the auto-reminder is enabled or disabled, you can find a Remind now button.

• When you select that option, the recipient’s name will appear, and you can choose the recipient by checking the box. Add a message in the message box, and click the Remind now button.

• The reminder will be sent to the signer, and only one reminder can be sent daily.