With this functionality, you can now streamline the process of sending signature reminders, whether individually or in bulk. This ensures that document processing and completion are not delayed, helping you keep track of outstanding signatures with ease.
You can only send reminders for documents whose signature is Pending.
Sending individual reminders through the Employee profile
- In the sidebar go to Organisation → select the person to whom you want to send a reminder
- Access the Documents tab
- Find the document
- Send the reminder
- Click on the arrow to the right of the document to preview it, and then select Send Reminder
- Alternatively, without previewing the document, click on the three dots next to it and choose Send Reminder
Sending Bulk reminders
- From the sidebar, go to Documents and open the Employee tab
- In the document list, click on the selection box located next to the files you want to send reminders for
- After selecting the documents, click on the Actions button at the top and then choose Send reminder
Or just go to the document, and click to send reminder. It will send all the reminders at the same time.
Reminder availability
Depending on whether the document has been uploaded with or without the digital signature request enabled, the option to send a reminder may vary. There are four possible cases:
- Document uploaded without the digital signature request - The reminder option is not available
- Document uploaded with the digital signature request - The reminder option is available (individual or in bulk)
- Fillable document uploaded without the digital signature request - The reminder option is not available
- Fillable document uploaded with the digital signature request - The reminder option will only become available once the document has been completed by the recipient (individual or in bulk)