Help Products Sign Sending reminders to invitees

Sending reminders to invitees

Niels Buijs
Niels Buijs
Updated 2 years ago

Situation: You have sent a dossier but you would like to send a reminder to it's invitees. How do you do this? Follow the steps below to send the reminder.

Step 1. Go to CM Sign via the platform or

Step 2. Click on “waiting / waiting”

Step 3. Click on the relevant file or click on the 3 balls and then on info (see below)

Step 4. You now have insight into the status of the signatories: Green is signed and orange is invited but not signed yet. Click on the ''envelope'' icon to send a reminder (see below)

Step 5. Click on the “send / send” button to send the reminder. (See below)

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