Everyone's inbox is a little fuller than they wish it was, right? It's easy to lose track and fall behind. Send email reminders for DigiSign envelopes in just a few clicks - learn how below.
In this article, we'll review:
VISUAL GUIDE
Manually Send Reminders
Note: Follow the same steps to change a signer's email address and send an email invitation to sign to the new address.
- Navigate to DigiSign.
- Locate the envelope that you'd like to resend.
- Click on the More button and then select Send Reminder.
- When the window opens, you have two options:
- Click Send Reminder to send another email to the current email address.
- Click the Pencil icon to edit the email address. Then click Send Reminder to send an email to the new email address. - A new DigiSign invitation will be sent!
Automatic Reminders
Did you know? DigiSign will automatically send a reminder to sign to any signer who hasn't completed signing within 24 hours! And we will ensure reminders are sent in the proper signing order. Hurray for saving you time!
Details about Automatic Reminders:
- Manage Preferences: You can manage your Automatic Reminder settings from the Preferences section of your SkySlope Forms account. Click on your name in the upper right, and then select Preferences.
- Individual Envelope Settings: You can also enable or disable Automatic Reminders on an envelope-by-envelope basis. When you are preparing your envelope, you can opt to either enable or disable for that particular envelope.
- Details:
- We will only send one reminder per envelope, per recipient.
- If you manually send a reminder to a signer, we will not auto-send them another reminder.
- You can check the Envelope History to determine whether or not an auto-reminder has been sent.
If you have any additional questions about reminders in DigiSign, please don't hesitate to reach out to our Support team. Happy SkySloping!
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