How to set reminders for all agreements at once in a Send in Bulk transaction?

Objective

How to set reminders for all agreements at once in a Send in Bulk transaction?

Environment

Adobe Sign Interface

Steps

Following are the steps to set the reminder for Mega Sign.

  1. Navigate to the Manage page

  2. Click the Bulk sends filter in the left rail

  3. Single-click the transaction you want to add the reminder to. 

    • The right rail opens to expose the transaction actions.
  4. Click the Remind action

  5. Set the:

    • Reminder Frequency
    • Who you want to remind
    • An optional message to the recipients
    Set a Reminder

  6. Click Create

    A success notice is displayed at tthe top of the window:

    Reminder success message

Following are the steps to set individual reminders for Send in Bulk (child) agreements:

  1. Navigate to the Manage page

  2. Click the Bulk sends filter in the left rail

  3. Single-click the transaction you want to add the reminder to. 

    • The right rail opens to expose the transaction actions.
  4. In the Agreements section, click the In Progress option

    • A filtered page of the individual child agreements that are still in progress is rendered
    Navigate to the in progress agreements

  5. Single-click the individual agreement you want to add the reminder to. 

    • The right rail opens to expose the transaction actions.
  6. Click the Remind action

  7. Set the:

    • Reminder Frequency
    • Who you want to remind
    • An optional message to the recipients
    Set individual reminders

  8. Click Create

    A success notice is displayed at tthe top of the window:

    Reminder success message

Additional information

For Send in Bulk transactions, reminders are created only after the creation of agreements.

 Adobe

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