This default setting can only be edited by an admin. The settings will affect all users on the entity if nothing else is stated.

Important to note that the checkbox Automatically send reminders has to be marked.

Otherwise, no other marked reminder setting will be active.

Reminders can always be edited by a user for a specific send-out.


Reminder types

Document not opened in X-days

This will send a reminder to the recipient of the document if not opened after X-days.


Document not signed in X-days

This will send a reminder to the recipient of the document if not signed after X-days.


Set reminder frequency every X-days


Additional reminders will be sent X-days after the previous reminder for each activated type.


When the expiration date is within X-days

This will send a reminder to the recipient of the document X-days before the document expiration date.


Send reminders on weekends

This allows reminders to be sent over the weekend. If not enabled, the reminder will be sent the next weekday.

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