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Reminders

  • February 20, 2024
  • 8 replies
  • 670 views
A
Conversation Starter
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Where can I view the reminder schedule once an envelope has been sent?

Best answer by David.Schmitz

@aolson72 Make a correction to the envelope and select Advanced Options. There is a “Reminders” section that you can update/view and then complete the correction.  Note: Corrections can be made by the Sender, DocuSign Admin, user who has shared access to the Sender’s envelope (with appropriate permissions) and Recipients with “Allow to Edit” Recipient Type.

Also if you used a Template then the Reminders are inherited from the Template and when creating a new Envelope or Template the Reminders are inherited from the DocuSign Account settings that are available to the DocuSign Admin.

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8 replies

D
Hero
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@aolson72 Make a correction to the envelope and select Advanced Options. There is a “Reminders” section that you can update/view and then complete the correction.  Note: Corrections can be made by the Sender, DocuSign Admin, user who has shared access to the Sender’s envelope (with appropriate permissions) and Recipients with “Allow to Edit” Recipient Type.

Also if you used a Template then the Reminders are inherited from the Template and when creating a new Envelope or Template the Reminders are inherited from the DocuSign Account settings that are available to the DocuSign Admin.

A
Conversation Starter
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  • aolson72Conversation Starter
  • Author
  • Conversation Starter
  • February 21, 2024

Thank you! Is there a way to view the history and upcoming dates a reminder will be sent?

D
Hero
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@aolson72 Every envelope has an Envelope History but it does not show the Reminder settings nor when the next Reminder will go out on the envelope.  Excellent feature requests in my opinion.

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A
Community Moderator
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Hi @aolson72,

 

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? 

 

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,   

Alejandro R. | DocuSign Community Moderator   

   

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

 

A
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  • aolson72Conversation Starter
  • Author
  • Conversation Starter
  • March 6, 2024

I wouldn’t say the answer provided a valid solution. There is no way to view the reminder schedule of an envelope. Perhaps an enhancement would need to be made to address this request. 

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A
Community Moderator
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Hi @aolson72,

 

Thank you for following up.

 

We appreciate you taking the time to share your experience with us, and will gladly look into implementing the feature. If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. 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.

 

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible. 

 

Best regards,  

Alejandro R. | DocuSign Community Moderator  

  

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

 

 

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Newcomer
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  • dchaps00Newcomer
  • Newcomer
  • October 15, 2024

This issue is not solved…. How can we see/know if and when reminders go out?

A
Community Moderator
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Hi @dchaps00,

 

Thank you for sharing your question.

Docusign support can enable the “Reminder events written to history" option in the account’s back end to have the reminders history included in the envelope’s history.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

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