When you initiate a digital signature request, you have the option to set automatic reminders for participants who have not yet signed or approved the document. If enabled, the system will automatically send reminders on days 3, 8, 13, and 18.
Tracking Scheduled Reminders
To view or manage scheduled reminders:
Open the contract for which you want to track the scheduled reminders, and scroll to the signature section.
Click on the three dots menu, located in the top right corner.
The dropdown menu will tell you when the next reminder will be sent.
Sending Manual Reminders
To send a reminder to all participants who have not yet responded:
Open the contract for which you want to track the scheduled reminders, and scroll to the signature section.
Click on the three dots menu, located in the top right corner.
Select 'Send reminder' from the dropdown menu.
