Sometimes signers might miss or overlook the initial email prompting them to sign a document. Pactima provides a user-friendly way to send reminder emails to signers, ensuring they're notified and prompted to complete the signing process. Here's a step-by-step guide on how to send these reminders:
Here's how to do so:
- View the eSignature package in details view.
- Begin by navigating to your list of documents within Pactima.
- Identify and click on the relevant document you've dispatched (referred to here as 'sent').
- Select "view details" to enter a more detailed page about the document's status and signers.
- Locate the Reminder Option
- Within the document's detail view, identify the signer you wish to send a reminder to.
- Beside the signer's name, there's a three-dot "more options" or "ellipsis" icon. Click on this to view additional actions you can take for that specific signer.
- Send the reminder email
- From the dropdown or context menu, select the "send reminder" option.
- Once you've clicked this, Pactima will automatically send a reminder email to the signer. This email serves to notify the signer about the pending document and moves the email prompt back to the top of their inbox.
Spam-avoidance limitations
It's essential to be aware that, due to anti-spam regulations, you can only send a maximum of 3 email reminders to a specific signer via Pactima.
If you've reached this limit, you might want to consider the "obtain signing link" feature. This allows you to generate a direct signing link which you can then share through your personal communication channels, such as email or instant messaging.
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