The sender may choose to schedule a one-time reminder or set reoccurring reminders for recipients. These remind the recipient to sign or complete the document. These reminders can be set and scheduled by accessing the General Settings section of the SETTINGS Tab.
Using the General Setting under the SETTINGS Tab to set reminders
In the SETTINGS tab, under GENERAL SETTINGS, you, the SENDER, have the option to enable or disable this feature and pre-set a default value.
1. Options: Lists the settings Send reminder in and Then send reminder every
Display: Controls if Send reminder in & Then send reminder every will be available in the Send tab or not.
Active: Send reminder in and Then send reminder every will be visible and able to be set in the OPTIONS section within the SEND
Disable: Send reminder in and Then send reminder every will not be visible or configurable in the OPTIONS section on the SEND tab
View Only: Send reminder in and Then send reminder every will be viewable but not configurable within the Options section of the Send These settings will appear in the SEND tab for reference only.
3. Default Value: Lists the default values for Send reminder in and Then send reminder every. The default value selected will be displayed in the SEND tab when preparing an envelope for signature.
a. Expires in default value
i. 1 Day
ii. 2 Days
iii. 3 Days
iv. 4 Days
v. 5 Days
vi. 6 Days
vii. 1 Week
viii. 2 Week
ix. 30 Days
x. 60 Days
xi. 90 Days
b. Send reminder in:
i. Numeric Value: 1-99
1. Days, corrosponds to numeric value if set.
2. Weeks, Corrosponds to numeric value if set.
If the Signer/recipient does not sign the document before the Send reminders in day is reached, they will receive the following email.