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How to send a recurring email to complete a Task

Forum|Forum|8 months ago
December 15, 2025
6 replies
196 views

Hi all,

I have created a workflow to upload a document and assign a Task to the submitter. How can I setup a daily email reminder until the submitter uploaded the document?

Thank you.

CLM

Best answer by chsjunior

Hi @Christian.Antonio

It depends on what step you are using but in general you can use the Due Date or Reminder option. In my case a generally use the Reminder step and link the reminder output to an Email step. Please check the attached image.

As you can see I have created a draft to use as an example. I added the Reminder 1, then linked the output to Email step that will send out email to the user. Let me know in case you have questions.

Pawan Gangwani

Hero

Hello @sgreer

Welcome to the Docusign Community!

Which step type are you using in the workflow to create/assign the Task?

Thanks!

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S

sgreer

Troubleshooter

Hi @Pawan Gangwani - thinking the tag should have been for @Christian.Antonio ?

chsjunior

Answer

New Voice

Hi @Christian.Antonio

It depends on what step you are using but in general you can use the Due Date or Reminder option. In my case a generally use the Reminder step and link the reminder output to an Email step. Please check the attached image.

As you can see I have created a draft to use as an example. I added the Reminder 1, then linked the output to Email step that will send out email to the user. Let me know in case you have questions.

C

Christian.Antonio

Author

Active Voice

@chsjunior Thanks for your reply and illustration.

I have a few questions:

Based on screenshot, will an email send out every week until the ‘Create or Update Doc 1’ action is completed?
Is the arrow from ‘Email 1’ to ‘Create or Upload Doc 1’ necessary?

chsjunior

New Voice

@Christian.Antonio the frequency of the reminder depends on your preference. In this example I selected 1 week and indeed, the reminder email will be sent out every week because I selected that this is a recurring reminder (check the check box option). About the arrow from Email 1, it is not needed indeed. You can remove it.

C

Christian.Antonio

Author

Active Voice

@chsjunior Many thanks! Cheers to 2026!

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