Reminder emails

There are two ways to send reminder emails to gently remind the signers to complete an unsigned document. The first is enabled in settings and will automatically send a either a daily or weekly reminder. The second is a manual reminder that you can use at any time before the set expiration period.

Auto reminder

  1. Under Account > Settings, navigate to Send reminder emails.

    Signer remind auto settings.

  2. Select one of the following options:

    • No auto reminders: This is the default and no reminders will be sent.
    • Weekly: Select to send a weekly reminder.
    • Daily: Select to send a daily reminder.

This setting can be changed at any time.

Manual reminder

  1. In the Documents dashboard, select the document you want to send a reminder for.

    Signer remind manual settings.

  2. Click Remind by the name of the signer under the People Involved section of the Status column.

A reminder email is sent.

Reminder emails