How to Send a Reminder Email

This guide explains how users can manually send reminder emails to signers when a document is still pending signature. It covers the available options for sending a reminder from the Document Workflow and the related record page, helping users quickly follow up with signers without waiting for the automated reminder process.

1. Navigate to the Document Workflow page.

2. Click Send Reminder.

3. A confirmation popup will appear.

4. Confirm the action.

5. The reminder email will be sent to the most recent signer whose signing is still pending.

1. Navigate to the relevant record page.

2. Locate the Document Status section.

3. Click Document Workflow.

4. Review the workflow steps.

5. For the pending signer, click Send Reminder Email.