Navigate to the Manage page
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13 thg 6, 2021
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.
Click the Bulk sends filter in the left rail
Single-click the transaction you want to add the reminder to.
- The right rail opens to expose the transaction actions.
Click the Remind action
Set the:
- Reminder Frequency
- Who you want to remind
- An optional message to the recipients
Click Create
A success notice is displayed at tthe top of the window:
Following are the steps to set individual reminders for Send in Bulk (child) agreements:
Navigate to the Manage page
Click the Bulk sends filter in the left rail
Single-click the transaction you want to add the reminder to.
- The right rail opens to expose the transaction actions.
In the Agreements section, click the In Progress option
- A filtered page of the individual child agreements that are still in progress is rendered
Single-click the individual agreement you want to add the reminder to.
- The right rail opens to expose the transaction actions.
Click the Remind action
Set the:
- Reminder Frequency
- Who you want to remind
- An optional message to the recipients
Click Create
A success notice is displayed at tthe top of the window:
Additional information
For Send in Bulk transactions, reminders are created only after the creation of agreements.
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