Reminders

Follow up with signers who haven’t completed their signatures.

Automatic Reminders

Set up automatic reminder emails:

When Creating Envelope

1. In envelope settings, find Reminders
2. Enable Auto-Remind
3. Set frequency (daily, every 3 days, weekly)
4. Set maximum reminders

Default Settings

Configure defaults for all envelopes:

1. Go to Settings → E-Sign → Reminders
2. Set default frequency
3. Set default maximum
4. Save settings

Manual Reminders

Send a reminder to specific signers:

Single Signer

1. Open the envelope
2. Find the signer who hasn’t signed
3. Click Send Reminder
4. Customize message (optional)
5. Send

All Pending Signers

1. Open the envelope
2. Click Remind All
3. Reminder sent to all who haven’t signed

Reminder Settings

Frequency

How often auto-reminders are sent:

• Daily
• Every 2 days
• Every 3 days
• Weekly
• Custom interval

Maximum Reminders

Limit total reminders:

• Prevent email overload
• Typical: 3-5 reminders
• After max, consider voiding

Timing

When reminders are sent:

• Time of day (e.g., 9 AM recipient’s time)
• Days to exclude (e.g., weekends)

Reminder Content

Default Message

Standard reminder email:

• Refers to original document
• Includes direct signing link
• Shows deadline if set

Custom Message

Personalize reminder emails:

1. When sending manual reminder
2. Add custom text
3. Appears above standard content

Reminder Best Practices

Timing

• First reminder: 2-3 days after sending
• Subsequent: Every 3-5 days
• Maximum: 3-5 reminders total

Tone

• Professional and polite
• Include context
• Mention deadline
• Offer help if needed

Escalation

If reminders don’t work:

1. Try phone call or direct contact
2. Resend with new email subject
3. Consider voiding and starting fresh
4. Contact through alternative channels

Monitoring Reminders

View Reminder History

1. Open envelope details
2. View activity timeline
3. See all sent reminders

Reminder Analytics

In E-Sign → Analytics:

• Average reminders per envelope
• Response time after reminders
• Most effective reminder timing

Next Steps

• Track Status - Monitor envelope progress
• Send for Signature - Resend or void envelopes
• Signing Experience - Understand what signers see
• Send for Signature Tutorial - Step-by-step walkthrough