Configure auto reminders

To keep the approval process in time, SigningHub allows you to configure auto reminders for the recipients (in a template), who may forget to timely respond to your workflow. A reminder is the original email notification that is resent to the recipient(s), when they don't sign a document by a certain (configurable) time period. When the workflow related to this template document is triggered, the set reminders will be activated accordingly. You may also send manual reminders later anytime to any recipients, during a workflow execution. SigningHub might show some pre-defined reminders as laid out in your default enterprise settings. You may change the default settings as required before saving the template

Set auto reminder in the template

After you have:

Added the document,
Added all the recipients and placeholders, and
Configure workflow type in your template

Click "Reminder" against the user you want to set reminder for.
A dialog will appear, enable the "First Remind" toggle and specify the number of days/hours after which this reminder needs to be sent. SigningHub will start the days/hours count, after the recipient has received the workflow package.
If you want to configure the subsequent reminders as well, enable the "Subsequent Reminders" toggle. Specify the number of days/hours in the "Continue to Remind Every" field after which SigningHub will continue sending reminders, and specify the total number of reminders to be sent in the "Total Subsequent Reminders" field.
Click the "Save" button. Considering the screenshot scenario, SigningHub will send a reminder on to the recipient thrice;
- First Reminder: 1 day after the workflow is received.
- Second Reminder: 2 hours after the first reminder.
- Third Reminder: 2 hours after the second reminder.

The option to configure "Recipient Permissions", Document Access Security", Auto Reminders", and Email Reminders" is not available for an electronic seal which has been added to the workflow.
Irrespective of the reminder permissions configured in the workflow, the reminders shall be sent based on the configuration of the "Send Reminder Notification Time" thread in the core settings in SigningHub Admin.

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Last updated 13 days ago

Set auto reminder in the template

After you have:

Click "Reminder" against the user you want to set reminder for.

A dialog will appear, enable the "First Remind" toggle and specify the number of days/hours after which this reminder needs to be sent. SigningHub will start the days/hours count, after the recipient has received the workflow package.

If you want to configure the subsequent reminders as well, enable the "Subsequent Reminders" toggle. Specify the number of days/hours in the "Continue to Remind Every" field after which SigningHub will continue sending reminders, and specify the total number of reminders to be sent in the "Total Subsequent Reminders" field.

Click the "Save" button. Considering the screenshot scenario, SigningHub will send a reminder on to the recipient thrice;

First Reminder: 1 day after the workflow is received.
Second Reminder: 2 hours after the first reminder.
Third Reminder: 2 hours after the second reminder.

The option to configure "Recipient Permissions", Document Access Security", Auto Reminders", and Email Reminders" is not available for an electronic seal which has been added to the workflow.
Irrespective of the reminder permissions configured in the workflow, the reminders shall be sent based on the configuration of the "Send Reminder Notification Time" thread in the core settings in SigningHub Admin.