Setting up automatic reminders

When you send a document for signing, you can set up automatic reminders that will be activated if the recipient forgets to sign the document. In this guide we will show how you can remind your recipient to sign.

Watch the video or read the guide below.

Notifications

You can set up automatic reminders either when making a template or when creating a new signing. Here how to do it.

  1. Start a new signing
  2. Scroll down to Notifications in the first step of a new signing where you will find the settings for automatic reminders.
  3. The first thing you have to do is specifiy how your recipients should receive, you can either choose e-mail or SMS.
  4. Then determine for how long the signing periode should last. The signing periode is specified by a number of days. 
  5. Then choose how often your recipients should by reminded about the pending signing. You can choose between an interval, for example every seventh or fourteenth day. Alternatively to a fixed interval, you can choose specific dates for sending out reminders. You can enter as many dates you want before signing expires.
  6. You can also specify when the last reminder will be sent. For example, one day before the signing expires.

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Visma Addo Enterprise

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