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