Once a document is sent for electronic signatures, you can send an automatic email reminder on a future date from the matter’s intake process page or send an immediate email and/or text reminder from the Documents tab. You can also resend an expired document link by email using the immediate reminder method.
Note: You can only schedule a future automatic reminder if the document has a due date.
Find the document task under the Intake process section.
Click the Options dropdown and select Set Auto Reminder.
Select the reminder date and the type of reminder.
Click Schedule Reminder.
Go to Documents > Pending.
Click the document’s name.
Click Actions and then select Send Reminder.
Click Send reminder.
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