How to set up Reminders

How to set the default timing of reminders being sent to recipients

Updated over a week ago

This default setting can only be edited by an admin. The settings will affect all users on the entity if nothing else is stated.

How to navigate to your reminder settings

  1. Click on your profile image up to the right

  2. Select Settings

  3. Under Document settings -> Click on Reminders

Reminders can always be edited by a user for a specific send-out.
โ€‹Please note!

  • You have to click on Save to activate the settings for the coming send-outs.

What reminders you can activate

Automatically send reminders

If this is enabled, reminders will be sent automatically, for all documents based on the conditions below:

Document not opened

  • This will send a reminder if the document is not opened X days after it was sent

Document not signed

  • This will send a reminder if the document is not signed X days after it was sent

Set reminder frequency

  • Additional reminders will be sent X days after the previous reminder for each type

Document expires soon

  • This will send a reminder X days before the document expiration date

Send reminders on weekends

  • This allows reminders to be sent over the weekend, if not enabled, the reminder will be sent on the next weekday

Please note!

  • You have to click on Save to activate the settings when you toggle on a reminder setting

Adjust the time interval for reminders

You can also set the default amount of days by changing the day interval to the right, this can be done for:

Document not opened in X days

Document not signed in X days

Repeat reminder after X days

When the expiration date is within X days

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