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How can I set up automatic reminders for clients to E-sign?

When sending a document out for E-Signature, you have the option of creating an automatic reminder to go out on either a Weekly or Daily basis. These reminders will continue to go out until the document has been signed. You are also able to send manual reminders from your Signature Report – you can send these at any time and can send as many as you need. Click here to navigate to manually sending reminders article. Once a document has been sent, should you want to add or remove an automatic reminder, you will need to follow the steps below. 

Your SignatureFlow account comes with an Adobe EchoSign Pro account. Automatic reminders can only be edited from within this account at https://signatureflow.echosign.com/public/login

Canceling an Automatic Reminder

  • Click this link to sign in to EchoSign 
  • Use you SignatureFlow credentials to sign in

  • Once logged in, click on the “Manage” tab and enter the email address of the signer whose automatic reminder needs to be cancelled

  • The document you’re searching for will appear and will have a bell icon next to the Date Sent column. This icon shows you that an automatic reminder is in place
  • Click on that document and select the “Remind” tab in the panel along the right

  • Click on the Trash Can icon in the Reminders box and your automatic reminders will be cancelled

 

Creating an Automatic Reminder

  • Click this link to sign in to EchoSign
  • Use you SignatureFlow credentials to sign in

  • Once logged in, click on the “Manage” tab and enter the email address of the signer who needs to have an automatic reminder created

  • Locate the document, select it and then select the “Remind” tab located in the panel across the right of your screen

  • Check the box next to the people you’d like to have a reminder created for and choose when you’d like to have reminders go out.
  • You can choose to have a reminder go out immediately
  • You can create a reminder that will go out every day or every week until the document is signed
  • You can create a reminder to go out on a specific date
  • Type in a note that will go out with the reminder
  • Click “Set Reminder”

  • Once you have clicked “Set Reminder” a bell icon will appear in the line item for that document, showing you that an automatic reminder has been set
  • You will also see specific information regarding your automatic reminder off to the right

 

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202.

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