How to send manual reminders for bulk send documents?

In BoldSign, you have the flexibility to send manual reminders for bulk send documents after sending the Bulk Send for signature. However manual reminders can only be sent once per day and it does not affect the auto reminder configurations. The manual reminders can only be sent for in-progress documents.

Follow the steps below to send manual reminders for Bulk Send documents:

• Click on My Bulk Send on the Bulk Send menu to go to the My Bulk Send page.
• On the My Bulk Send page, click on the Bulk Send and you will be redirected to the Bulk Send Document page.
• Click on the reminder icon at the end of the bulk send document or click on the context menu of the bulk send document and select the Send reminder option.
• You can also find the Send reminder option on the overview page.

• A dialog box will appear with the recipient’s name. Enter the reminder message for the recipient in the message field and click the Remind now button.

• The reminder will be sent successfully.

• If you try to send another reminder within the same day, an error message will be displayed as shown below.