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

Go to the active document.
At the bottom, just above the recipient(s), click on Send reminder
Choose "Send email reminder".
Choose who shall receive the reminder.
Click "Confirm".
Done!

How to manually send out an email reminder from the Dealboard

Go to your Dealboard on the left-side menu
Press the action menu that looks like three small dots on the right for the document you want to send a reminder on
Choose "Send reminders".
Choose "Send email"
Choose who shall receive the reminder.
Click "Confirm".
Done!

Psst!

Did you know that you also can send an email reminder from our mobile app?

How to send a Video Reminder on a sent document

How to send an SMS reminder on a sent document

How to mark a deal as lost on a sent sales document

How to delete a sent document

Dealboard - Introduction