Once you've sent out a document for eSignature, the document will be set to Sent in the documents list in the Documents tab of the entity. To send a reminder to a recipient to sign the document, follow the steps listed below:

  1. Click into the document record;

  2. Select Action in the top righthand corner of the documents;

  3. Select Ping to sent a message to the recipients;

  4. A new Message window will open up prompting you to Send an email reminder to recipients who haven't signed;

  5. Enter your text in the text box, and then select Send;

  6. In the bottom righthand corner of your screen you will receive a notification letting you know that the Email reminder has been sent.

Did this answer your question?