How to Send Reminders to Document Signers

Created by Apryse Bot, Modified on Wed, 15 Apr at 7:53 PM by Kelly Revilla

If a signer hasn't completed their signature yet, you can send them a reminder directly from your Xodo Sign dashboard.

Note: A signer can only be reminded once every 24 hours.

Send a reminder to all outstanding signers

  1. Go to the Documents page in the left navigation.
  2. Find the document with an In Process status.
  3. Click the action button on the right side of the document row.
  4. Select Send Reminder to notify all signers who have not yet signed.

Send a reminder to a specific signer

  1. Click the document title to open it.
  2. Find the signer you want to remind in the document overview.
  3. Click Send Reminder next to that signer's name.

Set up automatic reminders

When creating a document, you can enable the Reminders toggle in Document Settings. This automatically sends reminder emails to pending signers after 1 week and again after 1 month — so you don't have to remember to follow up manually.

You can also configure auto reminders globally in your Business Settings. See the Auto Reminders article for details.

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