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How to configure auto reminder for a document?

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A reminder is helpful when you need to remind your signers to review or sign a document. The sender can set auto reminders while creating the document. You can specify the number of days between each reminder and the total number of reminders to be sent.

Follow the below steps to set auto reminders:

  • Click Create New and select Create New Document from the dashboard page, Add file(s) and recipients and scroll down to the Document settings.
  • In the Document settings section, enable the Auto reminder option using the toggle button.
  • You can choose how frequently the reminder should continue following the first reminder by adding days in the Remind every option.
  • In the Max. reminders option, set the number of reminders to be sent. You can set 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.

Auto reminder option

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