Documentation regarding auto-reminders

Question

Hello!

Is there any DocuSign instructional documentation around how set up automatic reminders for senders? Our company account is set up such that auto-reminders are not set up by default - the sender has the option to set them up if they wish for a particular envelope. I am working on sending an email to our newer users to show them how to do this. If possible, I'd like to avoid generating my own documentation if DocuSign already has something available. I've tried searching the support site, but all i can find is instructions for an administrator to set up default reminders. Is there anything for the senders?

Thanks,

Teri

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.If you want to learn more about reminders, see the following topics:Resend Envelopes: Users can use the resend envelope feature to send a manual reminder to recipients whose turn it is to sign.Set Advanced Options for Your Signers, Envelopes, and Templates: Information on how senders can modify reminder and expiration settings on each envelope they send.Let us know if you need further assistance with this.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Community Member · Answer

Thank you!Teri Maier | Practice Technology Specialist | Thompson Hine LLP

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded