Reminders & Notifications
If you're a Sertifi Super Admin for your portal, you can update and create reminders and notifications for your signers.
You can access these account settings through the portal by clicking Administration > Account Settings > Reminders > Notifications.
Note
Only users with Super Admin status can make changes to any of these portal settings.
Setting Reminders & Notifications
You can send automatic reminders to your signers to remind them to sign your documents so many days after the document is created, before the document expires, or 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 send a notification, and pick your condition.
Click Add.