Check the option Completion Deadline under the Options section.
Adobe Acrobat Sign offers the option to send regular email reminders to the recipients that are currently expected to interact with your agreements, and/or to expire an agreement after a designated time frame.
Automatic document expiration allows for account and group level configuration. Expiration can be defined for a default time limit, with an optional setting to permit the sender to edit the default value.
Document expiration is measured in whole days (24-hour increments) starting when the agreement is created. For example, if you configure an agreement for expiration in 3 days, the agreement expires exactly 72 hours after the agreement is sent (if not completed).
All recipients must complete their part of the signature process before the deadline. If the agreement is not completed before the deadline, the agreement is expired.
The account or group administrator can configure document expiration to ignore the expiration deadline if all of the remaining recipients are internal.
Check the option Completion Deadline under the Options section.
Enter the number of days the signers can sign the document.
Complete the send process as normal.
As the sender of the agreement, navigate to the Manage page
Single-click the agreement that you want to modify.
Click Expiration Date
Set a new expirations date, or select to remove the expiration entirely.
Click Save
All service levels have access to:
Individual and team service levels have no ability to automate or suppress the reminder feature.
Enterprise and business service levels can selectively expose the Reminder and Document Expiration options during the send process, or enable account/group-wide automation.
The two settings can be enabled/disabled by:
Enabling default reminders and expiration suppresses the ability to configure these elements on the Send page unless the option to "Allow senders to set or modify" is enabled.
Users that don’t have a default reminder configured for their group or account have the opportunity to define a reminder during the send process.
These reminders are always cyclic and apply to all recipients for the agreement. The sender only has to define the iteration that the reminder will trigger. There are six options:
When an agreement with a reminder is initially sent, a Please Sign email is delivered to the first recipient. This event starts the timer for the first reminder.
If the reminder is configured to send every third day (for example), the first reminder will trigger exactly 72 hours after the Please Sign email was delivered.
When the recipient completes their action with the agreement, the reminder clock for that recipient is terminated.
In the case where there are multiple recipients, the next recipient in the flow receives a Please Sign email immediately after the preceding recipient has completed their action. The reminder clock starts for the new recipient based on the delivery time of their Please Sign email (not the initial time stamp).
This process cycles through all the recipients of the agreement until the agreement is fully executed.
All cyclic reminders have a lifecycle, after which, the reminders self-terminate.
Reminders that trigger every day have a 10-day life cycle.
All other reminders have a 60-day lifecycle.
Reminders created after the send process are configured on the Manage page:
Navigate to the Manage page
Single click the agreement you want to review
Click the Remind link in the rail of options on the right
Configure the reminder for the appropriate user and the iteration
Click Create to install the reminder
The Manage page interface has a few more options that the Send page does not:
If other reminders are already configured for the agreement, the list of agreements is displayed instead of the Create Reminder interface.
You can create a new reminder by clicking the Add Reminder button
You can review all of the reminders that have been configured for an agreement by:
Navigating to the Manage page
Single click the agreement you want to review
Click the Remind link in the rail of options on the right
Reminders are ordered based on the next time to trigger
All canceled/expired reminders are listed under the active reminders.
To cancel a reminder:
Log in as the user that created the agreement
Navigate to the Manage page
Single click the agreement in question to select it
Click the Remind link in the rail of options on the right
Find the reminder you want to cancel and single click it
Click the delete icon (garbage can)
Recipients have the authority to terminate the reminders from the reminder email. This is required functionality and can not be suppressed.
The REST v6 API allows direct access to the reminder objects via four operations:
Reminders are not logged in the Activity list, nor the Audit Report for the agreement.
Both the History and Audit report are expected to log the landmark moments of the document signature process. This would include the first notification to a recipient (Please Sign), but not iterating requests to sign by the same recipient (reminders).
A history of reminders can be obtained by use of the API (available to enterprise level customers)
Enterprise customers have the option to build a wholly custom email template for their reminders.
If custom email templates interest you, please refer to this guide.
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