Setting Individual Agreement Reminders

If you have important agreements that need to be signed, you can set up reminders that will automatically email the signer(s). These reminders will be sent every day from the start date you set until the signer(s) has completed his/her signature.

The reminder email cannot be customized per reminder but can be customized company-wide. Please contact Recombo Support for assistance.

1. From the agreement list select the agreement you would like to set reminders for and click on the Reminders icon at the bottom.

2. Select the date you wish to start sending the reminders by clicking on the calender in the new panel.

3. Click the Send Reminder check-box then click Save.

Daily reminders will be sent starting on the date you chose and ending when the recipient has completed their part of the agreement.



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