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How do I send signing reminders?

You can set up signing reminders to trigger automatically or trigger them manually from the Document Signing Dashboard.

Automatic signing reminders 

Automatic signing reminders are typically set up when you're creating your Document Signing request but you can add them after a signing request has gone out. For more information on how to do this check out this article

During step 3 of the Document Signing Wizard you'll find a drop down where you can set automatic reminders to trigger every 7, 5 and/or 3 days prior to the expiry date. While you can select multiple options we recommend selecting only one option.  A reminder to sign will also be sent 1 day prior to expiry.  

 

Note: By default the automatic reminders will be set to 7 days with a document signing request expiry date of 30 days. If you reduce the expiry to less that 7 days the automatic reminder cadence will change to 3 days. Reducing the expiry below three days will disable automatic signing reminders but your signees will still receive a reminder the day before the signing request expires.

 

Manually send signing reminders

Single document

To send a signing reminder for a single document, navigate to the Document Signing Dashboard.

Select the ellipses (...) on the document and click Send Reminders.

Multiple Documents

To send reminders for multiple documents, navigate to the Document Signing Dashboard.

Use the checkboxes to select which documents you want to send reminders for.

Select Send Reminder in the top right of your screen.