How to create reminder schedules

Reminder schedules are probably the single best feature to save you time and ensure your signatories esign your document.

Create ready-made email reminder schedules to fit different contracts or signers.

Get started quickly by selecting to 'just send' the reminder email and choosing a frequency to send them, e.g. every other day till 14 days out.

Fine-grained control is available too. Define the frequency of emails, specific messaging, whether to skip weekends when sending them out, the hour of the day to send, and whether to send based on signer state (i.e. specify messaging based on whether the person has visited the document or not). For the placeholders you can use in emails click here.

If you change your mind about reminders you planned for a signer you can always delete automated reminders on the document details page.

This video shows you how to set up a ready-made reminder schedule, get it attached to a signer automatically when sending out a document, and making some final tweaks for the individual signer too.