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.
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 ...
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?