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Sertifi Support Site

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.


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:

  1. Navigate to Administration > Account Settings > Reminders > Notifications.

  2. Click Add Rule. The Add New Rule popup opens.

  3. 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

  4. Click Add.