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 Agreements in the left-hand navigation menu, or look up the agreement using the search bar.
Filter on Prepared status.
Click the agreement record.(*)
Click the Reminder icon (bell).
Choose your email reminder template.
Click Send reminder x.
(*) Alternatively, click the agreement to see its details and click the Invite button.
Bulk reminders by email
To send reminders to multiple agreements at once:
Navigate to Agreements in the left-hand navigation menu.
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 Agreements in the left-hand navigation menu, or look up the agreement using the search bar.
Filter on Prepared status.
Click the agreement record.(*)
Click Actions in the top-right corner.
Click Schedule.
Select the type of action
Select the reminder email template
Select the execution date.
Click Save.
Schedule in bulk
Navigate to Agreements in the left-hand navigation menu.
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.
