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Send reminders for pending envelopes

Step 1

From the dashboard, go to ‘Folders’ on the left-hand side and click ‘Waiting for others’ in the dropdown.

Send reminders for pending envelopes step 1

Step 2

Click on the document you would like to send a reminder for and click ‘Open’.

Send reminders for pending envelopes step 2

Step 3

Click ‘Remind’ at the bottom of the right-hand panel.

Send reminders for pending envelopes step 3

Step 4

Click the ‘Auto Reminder’ checkbox and select how frequently you want reminders to be sent.

Send reminders for pending envelopes step 4

Step 5

To send a message with your reminder, type out the message in the text box and click ‘Send Reminder’.

Send reminders for pending envelopes step 5
Updated on 30 September 2025
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