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
Reminders can always be edited by a user for a specific send-out.
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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