Custom Reminders

Some portals also have the option to create custom reminders that will send an email if certain conditions are met.

To create a custom reminder, go to Administration > Account Settings > Custom Reminders.

From here, click Add Email Rule to begin creating a new reminder rule.

In the Edit Custom Email Reminder screen, you can configure the following options for a custom reminder email:

Event - the event that will trigger the email. Available options are:
- Document is unsigned
- Primary [signers] have not signed
- Secondary [signers] have not signed
- User not visited
- Unpaid
Recipients - the individuals who will receive the reminder email. Available options are:
- Primary signers
- Second signers
- CCs
- Owner
Date offset - available options for this are:
- After creation (i.e. the date the document was created and sent for signature)
- Before expiration/due date (i.e. the date that the document is set to expire or the payment due date)
From Name - the name that will be listed in the From field in the reminder email
From email - the email address that will be listed in the From field in the reminder email
Language
Email group, which will apply a logo and default contact information if an email group has been configured for your portal.
Subject line - the subject line of the reminder email