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:
- Click into the document record;
- Select Action in the top righthand corner of the documents;
- Select Ping to sent a message to the recipients;
- A new Message window will open up prompting you to Send an email reminder to recipients who haven't signed;
- Enter your text in the text box, and then select Send;
- In the bottom righthand corner of your screen you will receive a notification letting you know that the Email reminder has been sent.