Improve efficiency with auto-reminders
Send automatic text and email reminders to customers and employees so you can collect signatures more quickly.
Set up reminders via email, text, or both depending on your participants and the needs of your signature workflow.
You only need to schedule reminders once. After setup, participants will receive texts and emails automatically.
Easily create a custom message that will go out with each text or email reminder.
Step 1: Click on the Documents tab in Formstack Sign, locate your document, hit the down arrow under Actions, and select Remind.
Step 2: Choose how you’d like to send reminders. Options include email, text, or both.
Step 3: Create a custom reminder message and then hit Send to complete setup.
To learn more about this feature, check out this help article.
