Studies show that approximately 40% of documents sent for electronic signing are not completed on the first attempt. Recipients get busy, lose the email, or simply forget. Without reminders, these documents sit in limbo, delaying deals, onboarding, and compliance deadlines.
Manual follow-up is unreliable. You have to remember to check, decide when to nudge, compose the message, and repeat for every unsigned document. Auto-reminders eliminate all of that.
78%
higher completion rate with reminders
2.1 days
faster average completion time
0 min
of your time spent chasing
Upload your document, add recipients, and place signature fields as normal. Reminder settings are configured as part of the send process.
Choose how many days between each reminder. The first reminder is sent after this many days from the initial send (or from the previous reminder).
Recommended intervals by document type:
Limit the total number of reminders per recipient. After this limit is reached, reminders stop and you can decide whether to follow up personally or let the document expire. Three to five reminders is the sweet spot for most situations.
Set a date after which the signing link becomes invalid. This creates urgency and ensures stale documents do not remain active indefinitely. When a document expires, both you and the recipient are notified.
That is it. The system handles everything from here. You can monitor the status from your dashboard and manually send additional reminders if needed.
Reminders are tracked individually for each recipient. If Recipient A signs on day 2 but Recipient B has not, only Recipient B receives reminders. Each recipient's reminder counter is independent.
Reminders are sent during business hours (9am-5pm in the recipient's timezone when detectable, otherwise AEST). Weekend sends are deferred to Monday morning for better open rates.
The email subject line changes slightly with each reminder to maintain attention. First reminder: "Reminder: Document awaiting your signature." Third reminder: "Action required: Document still pending."
With SendGrid integration, Sign & Go tracks whether reminder emails were delivered, opened, and clicked. If a reminder bounces, you are notified so you can verify the email address or contact the recipient another way.
Start with a 2-3 day delay before the first reminder
Keep intervals consistent -- do not alternate between 1 day and 7 days
Never remind more than once per day
For time-sensitive documents, start reminders after 1 day
Match reminder urgency to document importance
Keep reminder messages professional and friendly
Include the document name so recipients know what it is about
Mention the deadline if there is one
After 3+ reminders, consider a personal phone call instead
Never use aggressive or threatening language
Send the employment contract immediately after the offer is accepted. Set reminders every 2 days with a maximum of 3 reminders. Set expiry to 14 days. If they have not signed after 3 reminders, HR should call directly.
Send 30 days before the renewal date. Remind every 5 days for the first 3 weeks, then every 2 days in the final week. Set maximum 5 reminders and expiry at 30 days.
Regulatory deadline approaching. Remind daily with a maximum of 5 reminders. Set a firm expiry matching the compliance deadline. Escalate to management if unsigned after 3 reminders.
If auto-reminders have been exhausted and the document is still unsigned, consider these next steps:
Call or message the recipient directly to confirm they received the emails
Check if the email bounced (visible in your Sign & Go dashboard)
Void the envelope and resend to a corrected email address if needed
Ask if they have questions or concerns about the document content
For multi-recipient documents, check if they are waiting for someone else to sign first