How do automatic reminders work?
You don't have to chase signatures. If someone hasn't signed, SignAndGo reminds them on day 3, and again on day 7.
Watch the video
Steps
- You don't have to chase signatures. If someone hasn't signed, SignAndGo reminds them on day 3, and again on day 7.
- Want a different rhythm? When you create an envelope, open Auto-reminders and choose how often, and how many reminders to send.
- Each reminder tells them which one it is, and stops once they've signed.
- To turn off the day 3 and day 7 reminders, open Settings and switch off Remind people automatically. A schedule you set on an envelope still runs.
Transcript
You don't have to chase signatures. If someone hasn't signed, SignAndGo reminds them on day 3, and again on day 7.
Want a different rhythm? When you create an envelope, open Auto-reminders and choose how often, and how many reminders to send.
Each reminder tells them which one it is, and stops once they've signed.
To turn off the day 3 and day 7 reminders, open Settings and switch off Remind people automatically. A schedule you set on an envelope still runs.