How to Set Up Auto Reminders for Documents

Auto Reminders automatically send follow-up emails to signers who have not yet signed a document. You can configure reminders globally for all documents, or enable them on a per-document basis.

Enable Auto Reminders for All Documents (Default Setting)

Use this option to automatically apply reminders to every document you send.

1. Go to Business Settings in the left navigation menu.
2. Click Expiration & Reminders.
3. Scroll down to the Reminders section.
4. Check the box next to Enable auto reminders.
5. Set the interval for Send First Reminder After (e.g., 3 days).
6. Set the interval for Send Second Reminder After (e.g., 1 week). Leave this blank to send only one reminder.
7. Click Save Changes.

Enable Auto Reminders for a Single Document

Use this option to apply reminders to a specific document only.

1. When creating or editing a document, scroll down to the Document Settings section.
2. Check the box next to Enable auto-reminders.
3. The reminder schedule is inherited from your Business Settings. To change the timing, update the default schedule under Business Settings > Expiration & Reminders > Reminders.

Note: Auto reminders are sent only to signers who have not yet completed their signature. Signers who have already signed will not receive a reminder.

Troubleshooting

Signers are not receiving reminders: Check that the signer's email address is correct and that auto reminders are enabled either at the business level or for the specific document.

You only want one reminder: Set the first reminder interval and leave the second reminder field blank.

Related articles

• How to Send Reminders to Document Signers
• How to Set Up Custom Redirects
• Manage Notifications