Reminders & Notifications
Super Admins can update and create reminders and notifications for users of the portal, as well as workflow participants.
You can access these account settings through the portal by clicking Administration > Account Settings > Default Reminders & Notifications.
Setting Reminders & Notifications
You can send automatic reminders to your signers to remind them to sign your documents after a certain number of days following the document's creation, a particular number of days before the document expires, or a particular number of days before before a payment is due. To create a reminder:
Navigate to Administration > Account Settings > Reminders > Notifications.
Click Add Rule. The Add New Rule popup opens.
Enter the number of days you want to wait before the reminder is sent, and pick your condition. As a reminder, available conditions are:
After the folder's creation
Before the folder's expiration date
Before a payment's due date
Click Add.