Users can manually send reminders to outstanding signature requests in Document Manager.
Manually Sending Signature Request Reminders:
From the Document Manager View menu, click Signature Requests to open the "Signature Requests" window.
To list only those documents for a specific client, in the Client Reference field, press F2 or click the Ellipsis to select the required client reference ID.
3. To send reminder emails for a specific signature request only, in the upper pane, highlight the signature request for which the reminders are to be sent.
4. Click Send Reminder Emails to open the "Outstanding Signature Requests" window.
5. To list the required signature requests, do any of the following and click Refresh:
To list only signature requests associated with the previously highlighted document, select the Selected Signature Request checkbox.
To limit the listed signature requests to a days overdue range, in the Days Overdue Start Range and Days Overdue End Range fields, enter the minimum and maximum number of overdue days. Leave either or both fields blank to list all signature requests.
To list signature requests for all your users, select the Display All Users checkbox.
6. In the Tag column, select the checkboxes of the signature requests for which reminder emails are to be sent.
7. To send the reminder emails, click Send Emails.
8. On the Attention dialogue box, click OK.
9. An Information window lists the number of emails successfully sent.
10. Click Close to exit and close this window.