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How to send a recurring email to complete a Task

  • December 15, 2025
  • 6 replies
  • 136 views
C
Active Voice
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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.

 

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.

 

6 replies

Pawan Gangwani
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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
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  • sgreerActive Voice
  • Active Voice
  • December 29, 2025

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

chsjunior
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  • chsjuniorNew Voice
  • New Voice
  • Answer
  • December 30, 2025

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
Active Voice
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​@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
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  • chsjuniorNew Voice
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  • December 31, 2025

​@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
Active Voice
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​@chsjunior Many thanks! Cheers to 2026!

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