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Send Reminders to Sign Participants

Ryan J.
Updated

For time-sensitive responses, set up automatic or manual reminders for sign participants. Additionally, you can set up reminders as well as document expirations if you integrate Formstack Sign with Formstack Documents. Here's how! 


Set up automatic reminders to Sign participants

After you have uploaded a document within Formstack Sign, follow the prompts to configure the document:

Step 1: Add participant(s) including their name and email. 
 

Step 2: Prepare the document by dragging and dropping the desired fields onto the uploaded document. Signature fields are always required. 
 
Step 3: Add actions prior to sending the document. Here you may set up reminders to send never, daily, weekly, or monthly. 

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Note:


- Daily reminders will be sent 7 times before they stop.

- Weekly reminders will be sent 4 times before they stop.

- Monthly reminders will be sent 2 times before they stop.

 

Send manual reminders to Sign participants

Whether you have previously set up automatic reminders or opted to never remind, you may send an email or text message reminder to your participant(s). 

Step 1: From the Documents tab on your Sign app, locate the created document. 

Step 2: Select the ellipsis (...) under the Actions column and choose Remind from the dropdown options. 

NOTE: The Remind option is only available for documents in Out for signature status. 

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Step 3: From the Resend Signing Link window, email and/or text the participants with a custom message:

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Optionally, toggle to Copy Signing Link to send the URL to the sign participants yourself. 

 

Send reminders and set up expirations with Formstack Documents

Alternatively, integrate Formstack Sign and Formstack Documents to create further customizations with reminders and expirations for time-sensitive documents like enrollment applications. 

Within the Formstack Sign delivery setup window, select More Options to send daily or weekly reminders and optionally set a signing request expiration date: 

Screen Shot 2023-05-03 at 10.59.50 AM.png

 

Set Defaults for Email Reminders 

As an admin, you can set a default frequency for email reminders that applies across your team.

 

Steps:

 

  1. Go to Team Settings:

    Navigate to your Team Settings (accessible only to admins) from the top-right corner of your dashboard.

  2. Set the Default Frequency:

    In Team Settings, locate the Default Email Reminder Frequency option. Use the toggle to choose how often reminders should be sent — daily, weekly, or monthly.

 

That’s it! Keep in mind that you can still customize the reminder frequency for individual documents as needed.

 



 

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