Description-Deliver a personalized email reminder to the signer to complete the eSignature on documents sent through email.
UseCase- It is simple for agents to follow up with signers by sending a reminder email to sign the documents.
Navigation-
Navigate to eSignature.
Select a document and click on the three dots in the Action column.
Choose Send Email Reminder.
A popup window with the recipient’s information will appear.
Choose the check box for the signers for whom we want to send a reminder email, then click the “Send Email Reminder” button. Choose Send.
A success popup will appear after sending the email reminder.