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Create reminders after the agreement is sent

 

Adobe Acrobat Sign Guide

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Create a new reminder from the Manage page

Reminders created after the sending process are configured on the Manage page:

  1. Navigate to the Manage page

  2. Single click the agreement you want to review

  3. Click the Remind link in the rail of options on the right

    Reminders

  4. Configure the reminder for the appropriate user and the iteration 

  5. Click Create to install the reminder

The Manage page interface has a few more options that the Send page does not:

  • You can select which recipients you want to include in the reminder. Design the reminder for one, some or all of your recipients.
  • You can select a cyclic reminder process like on the Send page
    • If a recipient is added to a cyclic reminder after they have completed their action on the agreement, they will not receive reminders
  • You can create a one-time (ad hoc) reminder that will send either "Right Now" or on a "Specific Date"
    • Ad hoc reminders can be configured for participants that have completed their action for the agreement
    • Ad hoc reminders can be configured after the agreement is closed-signed, or archived
  • You must include a message. This is a required field when building a reminder on the Manage page

 

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

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