You can send reminders manually or schedule them for later. Reminders can be sent individually or in bulk.
If a customer started signing by printing the document, a Print Reminder is sent automatically after 7 days.
Up to four reminder email templates can be configured in your profile settings.
Individual reminder by email
Send a reminder immediately
Navigate to the agreement menu
Select a profile
Find your agreement using the filters, set the filter on "Prepared
Click the agreement record(*)
Click the Reminder icon (bell).
Choose your email reminder template
Click Send reminder x
(*)Alternative you can click the agreement to see its details and click on the invite button.
Bulk reminders by email
To send reminders to multiple agreements at once:
Navigate to the agreement menu
Select a profile
Filter on Prepared and use advanced filters if you wish
Select one or more agreements with the checkboxes
Click Invite
Click the Reminder icon (bell).
Click Send next reminder or choose your email reminder template
Click Reminder x
The system automatically determines which reminder should be sent based on previous communication.
Scheduling reminders
Schedule from a specific agreement
Navigate to the agreement menu
Select a profile
Find your agreement using the filters, set the filter on "Prepared
Click the agreement record(*)
Click the three dots
Click Schedule
Select the type of action
Select the reminder email template
Select the execution date.
Click Save
Schedule in bulk
Navigate to the agreement menu
Select a profile
Filter on Prepared and use advanced filters if you wish
Select one or more agreements with the checkboxes
Click the three dots (bulk actions)
Click Schedule
Select the type of action
Select the reminder email template
Select the execution date
Click Save
Upcoming events
Once a task has been scheduled, an Upcoming events section appears in the agreement details.
From this section, you can:
Execute the scheduled task immediately
Modify the scheduled task
Delete the scheduled task
Automatic reminders
You can activate automatic reminders via Settings → Profiles → [your profile] → Options. Enable the "Automatic reminders" option. For more details on profile options, see profile settings.
When enabled:
The system sends reminders automatically.
Up to 4 reminders are sent.
Reminders are sent weekly for unsigned agreements.
