This setting can only be edited by an admin.


For easier workflow and to not miss an opportunity we recommend activating automatic email reminders. When this is activated a reminder will go out to the recipient to take action on the document.

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

Example:

You send a document to a recipient on a Monday at 10 AM. The reminder is set to go out after 3 days if not opened. The recipient will then receive a reminder Thursday at 10 AM. If the third day happens to be on a weekend, the reminder will be sent the next weekday.

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.

  • Allow reminders 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 alow reminder to be sent over the weekend. If not enabled, the reminder will be sent the next weekday.

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