SignedXAutomatic Reminders
Keep envelopes moving with scheduled follow-ups that nudge recipients to complete outstanding envelopes.
Automatic reminders help you nudge recipients to complete outstanding envelopes — without manual chasing. Administrators can choose how often reminders are sent and how many times they're sent before stopping.
How Reminders Work
Set the cadence that suits your workflow. You control two settings:
- Days between reminders — How often a reminder is sent (e.g. every 3 days).
- Maximum number of reminders — The total reminders sent before SignedX stops (e.g. 3 reminders in total).
Example
If an envelope is sent on 1 December, with 3 days between reminders and a maximum of 3, the recipient will receive reminders on 4 December, 7 December, and 10 December — then reminders stop.
Enable Automatic Reminders
Turn reminders on and tailor the schedule.
Toggle Enable automatic reminders.
You can also:
- Send SMS reminders (if a mobile number is available).
- Restrict to business hours so reminders are only sent during your working day.
Reminders contain the same content as your original message, with "Reminder:" added as a prefix to the email subject.
Audit Log Tracking
Full visibility on every nudge sent. Each reminder creates an entry in the envelope's Audit log, giving you a complete record of when reminders were sent and to whom — ideal for oversight and compliance.
Automatic reminders streamline follow-ups, improve completion rates, and keep your team focused on the work that matters.