Setting Reminders & Notifications

You can send automatic reminders to your signers to remind them to sign your documents after a certain number of days following the document's creation, a particular number of days before the document expires, or a particular number of days before before a payment is due. To create a reminder:

Navigate to Administration > Account Settings > Reminders > Notifications.
Click Add Rule. The Add New Rule popup opens.
Enter the number of days you want to wait before the reminder is sent, and pick your condition. As a reminder, available conditions are:
- After the folder's creation
- Before the folder's expiration date
- Before a payment's due date
Click Add.

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