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Customizable Reminders

Forum|Forum|1 year ago
January 31, 2025
5 replies
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Hi,

I'd like to know if it's possible to customize reminder messages for signature requests. We need to send unique 1st, 2nd, and 3rd reminder templates to each signer. Currently, I only see a "Resend" option for documents; I’m not seeing a "Remind" option, nor any way to personalize the reminder message itself.

The last relevant question posed by a user about this was 6 months ago, so I’m wondering if there have been any updates.

Thank you!

CG

Best answer by Meaghan Nolan

That’s not possible but that’s a great idea! The automatic reminder are set at the envelope or template level, and it’s not possible to set it at the Signer level.

Using “Resend” is the same as having a reminder sent to them- think of it as a reminder on an ad-hoc basis.

Hope this helps!

M

Meaghan Nolan

Answer

New Voice

That’s not possible but that’s a great idea! The automatic reminder are set at the envelope or template level, and it’s not possible to set it at the Signer level.

Using “Resend” is the same as having a reminder sent to them- think of it as a reminder on an ad-hoc basis.

Hope this helps!

G

gonzcrys

Author

New Voice

That’s not possible but that’s a great idea! The automatic reminder are set at the envelope or template level, and it’s not possible to set it at the Signer level.

Using “Resend” is the same as having a reminder sent to them- think of it as a reminder on an ad-hoc basis.

Hope this helps!

That's helpful, thank you. Can a reminder message be customized at the envelope level then? If so, how would I go about that?

C

Christopher.Alpizar

Docusign Employee

Hi @gonzcrys,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

G

gonzcrys

Author

New Voice

Hi @gonzcrys,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi Chris,

I’d like further assistance. It’s unclear if there is any way, at any level, to set customized reminders.

Thanks!

CG

C

Christopher.Alpizar

Docusign Employee

Hi @gonzcrys,

I hope you are doing well.

The closest option would be to edit the Email Resource file, but that is an advance option, if you want to know if your plan allows this advance edit you will need to contact Docusign Support by creating a case, However, any feedback that can improve our users’ experience is always welcome. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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