Sometimes you want to manually send out a reminder to the recipients to sign the document.
In our web app on the desktop, you can do that from either the Dealboard if it's a sales document or the document summary via the document action menu.
How to manually send out an email reminder on a sent document
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How to manually send out an email reminder from the Dealboard
1 2 3 Psst! Did you know that you also can send an email reminder from our mobile app? |