Description – Send reminders globally and individually to signers to complete the eSignature process.
Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness of a reminder.
Process-
- Navigate to eSignature Module.
- Click on the Action button. Select Reminder Setting.
- Toggle to Disable Global Reminder.
- Select Save.
- Navigate to the eSignature List.
Note – Please remember that the Set Reminder Icon will be visible for documents in the \”in process\” stage.
- Click on the icon Set Reminder to set reminder settings.
- Toggle the Start Reminder switch to Yes. You can toggle the Repeat Reminder to yes or no.
- Enter the number of days for the Trigger After field. Click on Update.
- The reminder will be sent to the recipients according to the set reminder settings.
