How to send out reminders

If a recipient does not answer the request, you can send out a reminder. You can send out manual reminders in specific situations. But the system administrator can also create automatic reminders which will be sent in pre-defined intervals. It is possible to combine both variants.

Note!
If you have Signicat as provider, we recommend monitoring the signing process carefully:  If only one of many recipients does not sign in time, you must cancel the request and send it out again to all recipients. This may seem cumbersome; but there are legal reasons for this.
With Egreement, you can prolong the signing period without problems or any need for extra monitoring.

How to send out manual reminders

  1. Open Files - Digital Signature - View.

  2. If all recipients who haven't signed shall be reminded: Click Send reminder at the bottom of the window.
    If only some recipients shall be reminded: Tick the checkbox next to these recipients and click Send reminder directly below the recipient list.

The reminder is sent.

How to send out automatic reminders (system administrator)

  1. Open System settings - General. Scroll down to the Digital Signature section.

  2. Check that you want to take in use automatic reminders.

  3. Choose now the interval for the reminders. Often, a weekly interval is sufficient, but you can select everything between 1 and 29 days.

If you selected a 7 day interval, e-mail reminders will now be sent out every 7th day to each recipient who haven't signed the contract yet.