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How to send bulk reminders for all pending bulk send documents?

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In BoldSign, you can easily send reminders to all pending bulk send documents simultaneously, alerting those who haven’t yet completed their required actions. These reminders are delivered via email, prompting recipients to complete their signing process.

Follow the below steps to send reminders for all pending bulk send documents:

  • Expand the Bulk Send menu and click the My Bulk Send option.
  • You will be navigated to the My Bulk Send page where you can find the list of bulk sends.
  • Next, click the Context menu of the bulk send for which you want to a send reminder, and select the Reminder option.

Reminder_pending_documents.png

  • Now, the Remind now dialog box will be displayed. If required, include the reminder message and click the Send reminder button.

Send_reminder_dialog_box.png

  • The reminder is sent successfully, and recipients will receive an email notification to complete their pending documents.

We have also published a video tutorial on this topic. Check out the video below:

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