How to Send E-Sign Reminders

  1. Open the "Work Dashboard".

  2. Go to the "Out to Sign" tab — this shows all clients whose e-sign requests were sent but not yet signed.

  3. Tick the checkboxes beside the clients you want to send reminders to.

  4. Click the "Send E-Sign Reminders" button.

The system will automatically send a reminder to the selected clients with just one click.


Check this guide to learn more about Automatic E-sign reminder

Note: If 7 reminders sent and the client hasn't signed a document, LodgeiT sends an email to a user that a document wasn't signed. Then, the reminders are stopped being sent.


Related Article:

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