Skip to main content
Solved

How can I get all the old and still open envelopes in the reminder 'cycle', which was set up later than the envelopes where send?

  • 7 February 2024
  • 2 replies
  • 23 views

Hi,

We just set up an automatic reminder on all our envelopes a few days ago.

We still have around 150 envelopes which are still pending others to sign and which where send before we set up the automatic reminder.

How do I get those envelopes in the automatic reminder ‘cycle’. Can I use the button correct or resend? Or do we need the send a whole new envelope to those people?

Thanks!

@PA-SIL-033

If the automatic reminder functionality was turned off at the time of sending the envelope, you can manually correct the envelope and add the automated reminder functionality. The same step-by-step process works to extend the envelope expiration:

  1. Click on “Correct” on the envelope
  2. Click on “Advanced options” on the top right
  3. Check the “Send automatic reminders” checkbox and configure the number of days
  4. Click “Save” at the bottom of the screen
  5. Click “Correct” to complete the envelope correction

In addition to turning on the automatic reminders, you can click on “Resend” to send the current recipient a reminder right away. Depending on how you configure the number of days, a combination of the both can be a good way forward to remind them.

Hi @PA-SIL-033,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, 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.

Reply


Code of Conduct