Auto Reminders

You can also schedule up to 2 auto-reminders for documents that are currently in process. This setting can be enabled by default (for all future documents) or on a per-document basis:

  • Enable default auto-reminders: You can enable auto-reminders by default for all future documents by navigating to Business Settings Expiration & Reminders Reminders. Check "Enable auto-reminders" and specify the schedule for the first and second auto-reminder. You can also choose to only auto-remind once.

  • Enable auto-reminders for a single document: When creating or editing a document, scroll down to the "Document Settings" section and check "Enable auto-reminders" in order to enable auto reminders for the document you are currently editing. The schedule for your reminders can be edited in Business Settings Expiration & Reminders Reminders.

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