How do I notify clients to log in and sign documents?

This is for users who want to prompt a client or collaborator to sign a document.

To notify your clients to log in and sign documents:

  • Click the Singing Tab.
  • Click "Remind Electronic Signers".

Our notification system is a smart notification system that only notifies those clients with unsigned documents and permission to view those documents.

Click "Remind Electronic Signers".

  • Click "Send Emails".

Click "Send Emails".

To avoid creating client confusion, if a client has signed all of their documents, they will not receive a notification. If a client does not have permission to see any documents, they will not receive a notification.

To include a customized message in the email:

  • Enter an optional message.

Include the optional message.

  • Click "Notify Electronic Signers".