Enable Automated Reminders

Automated reminders are used to remind recipients to complete the document. They are a great way to speed up document completion times.

Reminders are enabled on a per-document basis from the Review and Send dialog, the last stage of the document sending process. The automated reminders are most commonly enabled during document or template creation but can also be enabled by editing and resending an in-flight document.

Enabling reminders

Create the document or template as you would any other document or template. See Create document and Create template for step-by-step instructions.
From the Review and Send dialog, navigate to the settings
Click the toggle to enable the reminder
Specify the number of days

Note: There are two reminders settings that work in tandem. The 'days after sending' reminder can be set independently. The recurring reminder, however, relies on the 'days after sending' reminder being set.