How to send out reminders

If a recipient does not answer the request, you can send out a reminder. You can send out manual reminders in specific situations. But the system administrator can also create automatic reminders which will be sent in pre-defined intervals. It is possible to combine both variants.

Note!
If you have Signicat as provider, we recommend monitoring the signing process carefully:  If only one of many recipients does not sign in time, you must cancel the request and send it out again to all recipients. This may seem cumbersome; but there are legal reasons for this.
With Egreement, you can prolong the signing period without problems or any need for extra monitoring.

  1. Open Files - Digital Signature - View.

  2. If all recipients who haven't signed shall be reminded: Click Send reminder at the bottom of the window.
    If only some recipients shall be reminded: Tick the checkbox next to these recipients and click Send reminder directly below the recipient list.

The reminder is sent.

  1. Open System settings - General. Scroll down to the Digital Signature section.

  2. Check that you want to take in use automatic reminders.

  3. Choose now the interval for the reminders. Often, a weekly interval is sufficient, but you can select everything between 1 and 29 days.

If you selected a 7 day interval, e-mail reminders will now be sent out every 7th day to each recipient who haven't signed the contract yet.