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Set up automatic reminders for an envelope

Step 1

From the dashboard, click ‘Get Started’ or ‘Templates’.

Set up automatic reminders step 1

Step 2

Go to envelope signers and add recipient(s).

Set up automatic reminders step 2

Step 3

Click the ‘Additional options’ dropdown and select ‘Send Reminders’.

Set up automatic reminders step 3

Step 4

Select the number of days after which the recipient will receive a reminder about the envelope.

Set up automatic reminders step 4
Updated on 3 October 2025
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