Configure auto reminders
To keep the approval process in time, SigningHub allows you to configure auto reminders for the recipients who may forget to timely respond to your workflow. A reminder is the original email notification that is resent to the recipient(s), when they don't sign a document by a certain (configurable) time period. You may also send manual reminders later anytime to any recipients, during a workflow execution.
SigningHub might show some pre-defined reminders as laid out in your default enterprise settings, see details. You may change the default settings as required before sharing.
Set auto reminder
After you have:
- Click the three dots menu
and select the "Set Reminder" option against the recipient/ placeholder, to whom you want to send the auto reminder(s).
- A dialog will appear, tick the "Remind After" check box and specify the number of days/hours after which this reminder needs to be sent. SigningHub will start the days/hours count, after the recipient has received the workflow package.
- If you want to configure the subsequent reminders as well. Specify the number of days/hours in the "Send Reminder Every" field after which SigningHub will continue sending reminders, and specify the total number of reminders to be sent in the "Total Subsequent Reminders" field.
- Click the "Save" button.
Considering the screenshot scenario, SigningHub will send a reminder on to the selected recipient thrice;
- First Reminder: 1 day after the workflow is received.
- Second Reminder: 2 hours after the first reminder.
- Third Reminder: 2 hours after the second reminder.
|
|