How to Set an Auto Reminder for Your Sign Documents

October 11, 2023

You can configure your Sign invitations to automatically send reminders to your signers until their respective invitations are signed, canceled, declined, or expired.

Here’s how:

  1. Go to the Send tab in Sign Builder.

Note: If you have already sent a signable document before, click on Send Document to Sign to create a new invitation.

  1. Next, click on Options.
  2. Enable the Send Automatic Reminder Emails option.
  3. Select the reminder’s interval.
  1. Go back to the Recipients tab and set up the rest of the options.

For more information, see Sending Your Sign Document.

  1. Once all the settings are set, click on Send to Sign to send the invitation.

See also: How to Restore an Expired Signature Request

Ensuring timely signatures is now simpler with auto reminders in place. Make the most of this feature to keep your workflow efficient and organized.

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