Reminders reference
This article lists the configurable fields, stop conditions, and manual resend specifics for every object that supports reminders. For how reminders work conceptually, see Reminders explained .
Reminder fields
The Reminders toggle appears in the send dialog and in pipeline automation settings for every object listed below. When toggled on, it reveals two fields.
The toggle can be turned on or off at any time by editing the pending object. Click Save after making changes.
| Field | Description |
|---|---|
| Days until next reminder | How many days after sending before the next reminder goes out. Default: 3. |
| Number of reminders | How many reminder emails to send in total before reminders stop. Default: 1. |
Stop conditions by object
Automatic reminders for an object stop when any of the conditions in the description column is met.
| Object | Reminders stop when |
|---|---|
| Approval | The client approves the document. |
| Chat thread | All client tasks in the thread are marked completed. |
| Client request | The client submits the request |
| Invoice | The client pays the invoice in full (partial payment does not stop reminders). |
| Organizer | The client submits the organizer. |
| Proposal | The client signs the proposal. |
| Signature request | The client signs the document. |
Reminders in pipeline automations
The Reminders toggle is available in these pipeline automations . In each, the toggle sits beneath the Select template field and reveals the same two fields as in the send dialog.
| Automation |
|---|
| Create organizer |
| Send client request |
| Send invoice |
| Send message |
| Send proposal/EL |
Attention
Disabling reminders for a pipeline automation only affects jobs entering the stage after the change. Already-triggered automations — such as organizers or invoices that have already gone out — continue using their original reminder settings.Reminders in templates
These template types let you configure reminder defaults so every object created from the template inherits the same schedule. Configure the two fields the same way as in the send dialog .
| Template type | Reminder toggle name |
|---|---|
| Chat template | Send reminders to clients. |
| Invoice template | Send reminders to clients |
| Proposal template | Reminders on the Send step. |
Manual reminders
To resend a reminder manually, you can use the three-dots menu next to the item in its list view. The menu item inside differs by object.
| Object | Manual resend action |
|---|---|
| Approval (all pending) | Request Approval for Pending button at Docs > Approvals |
| Approval (single document) | Resend Approval |
| Client request | Resend |
| Invoice (paid or unpaid) | Send invoice by email |
| Organizer | Resend |
| Proposal | Resend |
| Signature request | Resend |
Was this article helpful?
Share
Share
Save