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How can I send Signature Reminders?

Learn how to send signature reminders individually and in bulk to ensure timely document completion.

With this functionality, you can now streamline the process of sending signature reminders, whether individually or in bulk. This ensures that document processing and completion are not delayed, helping you keep track of outstanding signatures with ease.

 

Sending Individual Reminders through the Employee Profile

  1. In the sidebar go to Organisation → select the person to whom you want to send a reminder 
  2. Access the Documents Tab
  3. Find the Document
  4. Send the Reminder
    1. Click on the arrow to the right of the document to preview it, and then select “Send Reminder.”
    2. Alternatively, without previewing the document, click on the three dots next to it and choose "Send Reminder."

 

Sending Bulk Reminders

  1. From the sidebar, go to Documents and open the “Employee” tab
  2. Select the Documents. In the document list, click on the selection box located next to the files you want to send reminders for.
  3. After selecting the documents, click on the "Actions" button at the top and then choose "Send Signature Reminders."

 

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