Reminder Settings

Reminder Settings

To help ensure documents are signed promptly, Docupilot lets you set up reminder settings that notify recipients at regular intervals. You can choose to:

• Use the default reminder settings configured at the account level.

• Or, disable the default and define custom rules such as first reminder date, reminder frequency, and expiry warning.

If the envelope is in Pending status, you can update the reminder settings directly from the Signature Details Page. A Send Reminder button is also available beside the History icon for quick manual follow-up.

Note that manually sending reminder will not affect the reminder workflow. Reminders scheduled to be sent based on First Reminder, Reminder Frequency and Expiry Warning will still be sent as scheduled.

Configuring Expiry

Set how long an envelope is valid before it expires. Once expired, recipients can no longer access or sign the document. This is useful for time-sensitive agreements or approvals.

Default Reminder & Expiry Settings

By default the reminder and expiry settings are as follows:

1. First reminder: 3 days from the date a recipient recieves an envelope for signing.

2. Reminder frequency: 2 days - current signer will receive a reminder to sign once every 2 days after the first reminder is sent.

3. Warn before expiration: 5 days - current signer will receive an email 5 days before the envelope expiration.

4. Expiry: 30 days - envelope will expire in 30 days after it is sent.