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 from the document action menu
Go to the active document.
Click on the three dots up in the right corner.
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 Dealbord on the left side menu
Press on the Deal acceleration button between the Value and Latest activities columns.
Go to your Dealboard on the left side menu
Press on the Deal acceleration button between the Value and Status columns
Choose "Send reminder 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?