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How do I stop DocuSign from sending reminder emails for signatures?

Forum|Forum|7 years ago
August 12, 2019
20 replies
4155 views

eSignature

Best answer by Community Expert

You can disable Reminders through the Advanced Options on the envelope. If this was already sent, go to the "Correct" option then Advanced Options and uncheck "Send automatic reminders", Save and finish correcting.

C

Community Expert

Answer

Docusign Employee

You can disable Reminders through the Advanced Options on the envelope. If this was already sent, go to the "Correct" option then Advanced Options and uncheck "Send automatic reminders", Save and finish correcting.

C

Community Member

Legacy User

Hello!! I cannot locate the "Advanced Options" in my set up? Would you be so kind to assist? Thank you!

C

Community Member

Legacy User

@Donna Jane Bacon Are you creating a new envelope from a Template or correcting an envelope? Typically the "Advanced Options" Edit is located by the email messaging near the bottom of the envelope in which you are adding Recipients. Perhaps a screenshot of what you currently see could help.

C

Community Member

Legacy User

Hello!! What happened is, I sent the document with an incorrect phone number and now the borrower keeps receiving incorrect form. Donna J Bacon Donna J Bacon CBNA Retail Home Equity Operations NMLS#: 1189569 1000 Technology Dr O’Fallon MO 63368 636.261.9498 866.249.8357 – Customer Service – option 6 866.645.0301 – Fax ***Branch personnel: Please send all documents via email to CHE Retail Imaging KFX_KIC_CHERetail@imcnam.ssmb.com unless directed*** When using email to send confidential documents, remember that the internet is not always secure. Please visit http://www.citimortgage.com and click on Help to find directions on sending secure emails. Within a few days after closing, you will receive an electronic survey regarding your satisfaction with the service Citibank and I have provided. At Citibank, we strive to achieve the highest levels of customer satisfaction, and your feedback helps to make this possible. We appreciate any feedback you choose to provide. Thank you for your business!

C

Community Member

Legacy User

So you are "correcting" an envelope due to a mistake on the document that was sent? Sounds like if the Recipient has not signed and there is a mistake on the document you could "correct" the envelope and switch out the document. But I need more exact information on exactly what you need to do to the envelope. Turning off "reminders" will stop new email notifications to that Recipient but it will not change the document.

C

Community Member

Legacy User

I already sent a new corrected document, and now the incorrect document is still being sent to the borrower. If I can stop the reminders, that would be perfect! Donna J Bacon Donna J Bacon CBNA Retail Home Equity Operations NMLS#: 1189569 1000 Technology Dr O’Fallon MO 63368 636.261.9498 866.249.8357 – Customer Service – option 6 866.645.0301 – Fax ***Branch personnel: Please send all documents via email to CHE Retail Imaging KFX_KIC_CHERetail@imcnam.ssmb.com unless directed*** When using email to send confidential documents, remember that the internet is not always secure. Please visit http://www.citimortgage.com and click on Help to find directions on sending secure emails. Within a few days after closing, you will receive an electronic survey regarding your satisfaction with the service Citibank and I have provided. At Citibank, we strive to achieve the highest levels of customer satisfaction, and your feedback helps to make this possible. We appreciate any feedback you choose to provide. Thank you for your business!

C

Community Member

Legacy User

Not sure I understand what is happening or how. Did you send this new document in a new envelope or did you correct the original envelope and adjust the document?

C

Community Member

Legacy User

I accidently sent the document with an incorrect phone number for the borrower; I need that document to stop sending reminders to the borrower as I have already created a new document and sent to the borrower. I didn’t know we could correct a document as that was never explained to us nor do I know where to find that information. Donna J Bacon Donna J Bacon CBNA Retail Home Equity Operations NMLS#: 1189569 1000 Technology Dr O’Fallon MO 63368 636.261.9498 866.249.8357 – Customer Service – option 6 866.645.0301 – Fax ***Branch personnel: Please send all documents via email to CHE Retail Imaging KFX_KIC_CHERetail@imcnam.ssmb.com unless directed*** When using email to send confidential documents, remember that the internet is not always secure. Please visit http://www.citimortgage.com and click on Help to find directions on sending secure emails. Within a few days after closing, you will receive an electronic survey regarding your satisfaction with the service Citibank and I have provided. At Citibank, we strive to achieve the highest levels of customer satisfaction, and your feedback helps to make this possible. We appreciate any feedback you choose to provide. Thank you for your business!

C

Community Member

Legacy User

"Voiding" the envelope would stop Reminders especially since this is an envelope with a document with the wrong phone number. That seems like a better option than changing the Reminders because the envelope would still be active if you don't void it and as you mentioned you sent a new document to the Borrower with the appropriate email.

Note, as the Sender you still should be able to correct an envelope. Have you tried correcting and going to the area where you see the email subject and body, to locate the Advanced Options. Again not sure why you are not seeing that option but I am also not sure exactly where you are looking without the ability to see your screens.

C

Community Member

Legacy User

This is the challenge – I don’t send via an envelope, I just create the form and send thru DocuSign, it comes to me, and I input the loan number. So, no envelope – no way of voiding/removing the email to stop sending reminders? Donna J Bacon Donna J Bacon CBNA Retail Home Equity Operations NMLS#: 1189569 1000 Technology Dr O’Fallon MO 63368 636.261.9498 866.249.8357 – Customer Service – option 6 866.645.0301 – Fax ***Branch personnel: Please send all documents via email to CHE Retail Imaging KFX_KIC_CHERetail@imcnam.ssmb.com unless directed*** When using email to send confidential documents, remember that the internet is not always secure. Please visit http://www.citimortgage.com and click on Help to find directions on sending secure emails. Within a few days after closing, you will receive an electronic survey regarding your satisfaction with the service Citibank and I have provided. At Citibank, we strive to achieve the highest levels of customer satisfaction, and your feedback helps to make this possible. We appreciate any feedback you choose to provide. Thank you for your business!

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