reminders | Community

I used to be able to set DocuSign to send reminders all those who have not signed their documents daily until they have signed with a one button set up (so that I don’t have to do for each envelope, which is also no longer an option to me). I can no longer do this (our school just got DocuSign back). Why can’t I use that feature? I have over 50 envelopes to resend right now with many more to come & it is very time consuming to hit resend on each envelope.

Also there is no longer an easy way to search for a specific envelope, ie when I type in a name absolutely nothing comes up or everything comes up. Is this the new DocuSign or are these paid upgrades now?

Thank you

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@AndieV

There is/should be an option to set a reminder at the bottom of each DocuSign at the point where you add names/email (it’s easy to overlook). However, if there was a default set by the Admin, you may not see/be able to change it there.

You can set a default by clicking on the ‘Admin’ tab and looking at ‘reminders and expiration’.

I am not sure if this is available for all payment levels of accounts.

Good Luck

mr1

@mr1 Thank you, what if the option at the bottom is dark, like I can’t click on it? I was wondering if that is something our systems administrator has to opt in to as well. I am waiting for a reply from him.

@AndieV

If you can’t click on the link then there is a default set by the Admin.

If you are not the Admin you’ll have to ask them to make the change (You can set a default by clicking on the ‘Admin’ tab and looking at ‘reminders and expiration’. )

good luck

mr1

@mr1 Thank you so much!

@AndieV

you’re welcome!

Hi @AndieV,

I hope you are doing well.

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Christopher | Docusign Community Moderator

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