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


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.

Did this answer your question?