How do you send a reminder for someone to sign?

Forum|Forum|7 years ago
December 7, 2018
4 replies
1651 views

eSignature

Best answer by Community Expert

There are two options here...

1) Have your DocuSign Admin change the Account level settings for the Reminders and Expirations. This means any envelope created by any User would start with certain values.

2) Create a Template and set the Reminder in the Advanced Options of the Template. Any envelope created from using that Template would default to the value set in the Template.

C

Community Member

Legacy User

Reminders are set during envelope creation under Advanced Options. If this envelope has already been sent and the Reminders were not set you have two options....

1) Correct the envelope and set the Reminders (only available if you were the envelope Sender or have shared envelopes)

2) If the specific action is on a Signer use Resend and they will get another email asking them to Sign or take action.

Here is a DocuSign article on the Resend feature...https://support.docusign.com/en/guides/ndse-user-guide-send-reminders

C

Community Member

Legacy User

Is there a way to set reminders by default for all future envelopes? I don't think I can remember to drill down to Advanced each time I send...

C

Community Expert

Answer

Docusign Employee

There are two options here...

1) Have your DocuSign Admin change the Account level settings for the Reminders and Expirations. This means any envelope created by any User would start with certain values.

2) Create a Template and set the Reminder in the Advanced Options of the Template. Any envelope created from using that Template would default to the value set in the Template.

C

Community Member

Legacy User

Thank you !

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