If you have set up automatic reminders for a document sent for signing, you can edit them on the Signing Dashboard.
Correction: We previously stated that the new automatic reminders would be calculated based on the sent date rather than the expiry date. We got a bit ahead of ourselves! This change is planned for a future release. To confirm, for now, automatic reminders will continue to be calculated backwards from the expiry date Every 7, 5 or 3 days rather than only once on days 7, 3 and/or 1. We apologize for the mix up.
This article has been updated to reflect current automatic signing reminders behaviour.
To edit automatic signing reminders
- Click More > Document Signing to access the document signing dashboard
- Click the Manage Signees button next to the document you'd like to edit automatic reminders for
- Under Reminders, the current reminders will be displayed
- You can select or deselect any reminder frequency by clicking it once, noting that:
For documents sent for signing prior to 25 November 2024,
- Automatic reminders will continue to be based on the number of days prior to expiry. If you don't change the current settings, the reminders will continue to be sent once, on days 7, 3 and/or 1 prior to expiry. If you change them on this screen, they will reset to every x days but will still be counting backwards from the expiry date. We therefore recommend selecting only one option i.e. Every 7 days, not Every 7 days AND Every 5 days.
For documents sent on or after 25 November 2024,
- The original automatic reminders will be based on every 7, 5 or 3 days from the expiry date. If you edit your reminder frequency following the steps above, the cadence of reminders will be reset to every 7, 5 or 3 days from the expiry date. While you can select multiple options we recommend selecting only one option.
- All documents will be sent an automatic reminder one day prior to expiry. This setting cannot be removed.