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Setting Auto-Reminder & Document Expiration Date

In our busy lives we can often be forgetful or put things off to a later date. Which is why DottedSign has integrated features to help in both of these situations. You can set a reminder which will send the signer an additional notification days after the initial email is sent. You can also set an expiration date of the document to give the signer a designated time frame to sign.

 

You can use this feature by following these steps:

 

  1. Click "Get Signatures" to create a new task

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  2. Assign signers by entering their emails. Choose the fields that you want them to fill in from the toolbar and place the fields on the document.

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  3. Click “Save & Email”

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  4. Send auto reminder by swiping the button. This will first remind the signer after 2 days, then send another reminder after 6 days.

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  5. Set Expiration by choosing a time frame. You can choose between 7 days, 30 days, or set a custom date.

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  6. Then send the document and you are all completed! All parties will receive the completed document via email and they can log in DottedSign to download the digital audit trail.

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