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 in the document summary via the document action menu.
How to manually send out an SMS reminder on a sent document
 You can also click on the specific recipient's three dots and choose Contact recipient -> Send SMS. Psst! Did you know that you also can send an SMS reminder from our mobile app? |