It's easy to put off tasks like signing documents when work gets hectic. However, after checking the completion status, you can easily send a reminder to anyone who hasn't signed or acknowledged your document.
On the Document Page, under the Employees Assigned tab, you can send reminders and add or remove employees from a document.
Send Reminders to All Employees
- In Documents, find the document you need, click on it, and you'll be directed to the Document Page.
- From here, click on the Employees Assigned tab.
- Next, click the Remind All button on the top right corner.
- Next, click the Remind button to send the reminder email and notification in the pop-up.
Send a Reminder to a Specific Employee
- From the Employees Assigned tab, use the search bar or scroll to find the employee you need.
- Next, click the three dots on the right and select "Remind" from the dropdown menu.
Send Reminders for Documents with Multiple Signers
- In the Employees Assigned tab, click anywhere on the row of the employee you want to remind.
- The Employees Assigned pop-up will appear, displaying each employee's signing status and a Remind link if they haven't signed yet.
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Click Remind to send a reminder to the cosigner.
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