BoldSignDocumentation
BoldSign Mobile Icon

How to manage auto reminder after sending a document?

Tue, 13 Sep, 2022

The auto reminder feature is used to send reminders to the signers automatically. It can be set while creating the document. To manage the auto reminder after sending a document, follow the steps below.

  • Go to Documents and select My Documents.
  • Click on the sent document to navigate to the overview page.
  • You can find the Auto reminder field on the overview page.
  • If the Auto reminder is enabled, you can disable or re-enable it using the toggle button.

Manage auto reminder

  • If the Auto reminder is disabled, the toggle button will not appear and cannot be enabled.

Auto reminder disabled

Note:

  • The user cannot make changes to the existing auto reminder configurations.
  • Only the sender and the admin of the sender can manage the auto reminder.
Copied to clipboard