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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. Go to the Employee Profile
    1. From the main dashboard, navigate to the employee tab in the left-hand menu and select the employee to whom you want to send a reminder.
  2. Access the Documents Tab
    1. Inside the employee’s profile, click on the “Documents” tab located in the upper menu.
  3. Find the Document
    1. Browse through the folders and locate the specific file for which you want to send a reminder.
  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. Go to the Employee Space
    1. From the main dashboard, go to the Employee Space and open the “Documents” tab.
  2. Select the Documents
    1. In the document list, click on the selection box located next to the files you want to send reminders for.
  3. Send Bulk Reminders
    1. After selecting the documents, click on the "Actions" button at the top and then choose "Send Signature Reminders."

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