Automatic Reminders

Reminders are additional email notifications that automatically go out to clients when they don’t respond to an email prompt within a certain time frame. By using automated reminders, you altogether skip having to reach out by email or phone. Here, we show you how to set up reminders—and more.

Covered here:

Reminders, Explained

Whenever you send an organizer, a contract, a bill, a message, a document for approval or signing, the contacts who are linked to the account that the prompt is for and who have the NOTIFY toggle turned on (under the account’s Info tab in the Contacts section) will receive a notification about it.  

Sometimes those recipients don’t always respond in a timely matter: They delay signing a contract or paying a bill, for instance. Not that they don’t want to, but they may be forgetful or just slow on the draw. Rather than having to call or email, set up automatic reminders. 

Once you enable the Reminders option, configure it to your liking:

  • Inactivity Threshold, Days: By default, a reminder is set to go out three days after the action item was sent to the client, but you can change this to a number you prefer.
  • Limit to: By default, the client gets only one reminder email, but you can also change this to a number you prefer.

Below, find out more about how our different reminders work.

Reminding Clients About Pending Organizers

Enable automatic reminders when you send an organizer manually or via pipeline automation.

Reminders stop when...

  • ...the client has not submitted the organizer and the set number of reminders has been sent.
  • ...the client has submitted the organizer.

Reminding Clients About Pending Contracts

Enable the automatic reminders when you send a contract manually or via pipeline automation.

Reminders stop when...

  • ...the client has not signed the contract and the set number of reminders has been sent.
  • ...the client has signed the contract.

Reminding Clients About Pending Bills

Enable the automatic reminders when you issue a bill manually or via pipeline automation.

Reminders stop when...

  • ...the client has not settled the bill and the set number of reminders has been sent.
  • ...the client has settled the bill.

Reminding Clients About Unread Messages

Enable the automatic reminders when you send a message manually or via pipeline automation.

The Reminders option can be enabled or disabled at any time by going to the message thread. Reminders are always for the last message in a thread.

At the top of the Reminders section, you’ll see how many reminders about a message went out.

Reminders stop when...

  • ...the client has not responded to the message and the set number of reminders has been sent.
  • ...the client has responded to the last message in the thread. 
  • ...you archived the message thread.
  • ...you disabled the Reminders option.

Note: If you archive a message thread but then reopen it, the Reminders option is enabled as if the message is new. 

Reminding Clients About Pending Signatures

Enable the automatic reminders when you request a signature for a document.

Reminders stop when...

  • ...the client has not signed the document and the set number of reminders has been sent.
  • ...the client has signed the document.

Reminding Clients About Pending Approvals

Enable the automatic reminders when you request document approval.

Reminders stop when...

  • ...the client has not approved the document and the set number of reminders has been sent.
  • ...the client has approved the document.

You can also manually send reminders for pending approvals:

  1. Go to Docs from the left sidebar menu, then open the Approvals tab, then click the REQUEST APPROVAL FOR PENDING button.
  2. Review and edit the message for the client (optional), then click the SEND REQUEST button.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us