Sending reminders with Adobe Sign

Learn how to set up and send email reminders to signers letting them know they have a document waiting for their review.

By Adobe – May 12, 2015

 

In this tutorial, learn how to set up and send email reminders to signers using Adobe Sign letting them know they have a document waiting for their review. Sign up for a free 30-day Adobe Sign trial.

Quick Steps

1. A reminder is just an email that the signer receives in their inbox. There are a couple of different ways you can set up reminders.
2. The first way to set up a reminder is immediately after you send a document for signature. On the confirmation screen, click Create a reminder and choose if you want a weekly or daily reminder. Click Create reminder.
3. The second way you can set up a reminder is on the Manage tab, after you've sent the document for signing. Setting up reminders this way allows you a bit more flexibility in the settings of the reminder.
4. Find your document in your Out for signature list of transactions. Select it and scroll over to the right-hand pane and click the Remind tab.
5. Under Create a reminder > Who do you want to remind, check the signer's name.
6. Then select when you want to send the reminder. You can send a one-time reminder right now or you can set up a daily or weekly reminder. You can even choose to send a reminder at a future date.
7. Type a personal note to the signer that will be included in the email and click Set reminder.
8. When you click Set reminder, you can instantly see all the details of the reminder in the same window.
9. If you decide you want to cancel the reminder, you can do that by selecting the document under Out for signature and click the trashcan icon beside the reminder.