Skip to main content

Document Hub - Create event reminders when sending signature requests in Document Hub

Updated over a month ago

When subscribed to Practice Manager Contact, you can create event reminders to follow up on signature requests.
​

Default reminder days

  1. Log in to Document Manager.

  2. Go to Options, Client Portal.

  3. Enter the days required in the Signature Request Reminders section, then click OK.

  4. When sending a document for signature, tick the Create Reminder Event option in the Signature Request Options section.

    Signature Request Options

View Event Reminders

  1. In your calendar.

  2. As an Alert, if this feature has not been disabled.

  3. Under View, Your Alerts.

Did this answer your question?