Managing Sent Documents
Managing & Tracking Sent Documents
Notification & Reminder Settings
Stay on top of your documents without having to check in constantly. QuicklySign lets you control how you're notified about document activity, and how often your signers are reminded to sign.
What's the difference between Notifications and Reminders?
Notifications alert you, the document owner, when certain events happen on a document for example, when a document is in set up mode, when emails fail to deliver, or SMSs fail to deliver. This can also be used to notify anyone in your team to facilitate a follow up on your behalf.
Reminders are automated emails sent to signers after a set amount of time, prompting them to complete the outstanding document.
Setting up Notifications & Reminders
Open the document or template you want to configure.
Under Document / Template Settings, click "Change Notifications & Reminders."
Choose which events you'd like to be notified about, and set how often reminder emails should go out to signers who haven't completed their part yet.
Save your changes.
Any settings you configure on a template will automatically apply to every document created from it, so you only need to set it up once.
Resending a reminder manually
Don't want to wait for the next scheduled reminder? You can manually resend a reminder to any outstanding signer at any time:
Open the document from your document list.
Find the signer who hasn't yet completed the document.
Click "Resend" next to their name to send them a fresh signature request email.
This is useful if a signer says they can't find the original email, or if their link may have expired.
Default Reminders and Notifications Configured
Every new document and template comes with a standard set of notification and reminder rules already applied, so you don't have to configure anything if the defaults work for you. These can be edited, updated, or deleted at any time to match how you work.
FAQs
Do signers know when a reminder has been sent?
Yes. Reminders are sent directly to the signer's inbox as a standard email or WhatsApp, just like the original signature request.
Can I turn reminders off completely?
Yes. If you'd rather manage follow-ups yourself, you can disable automatic reminders for a specific document or template and resend requests manually instead.
How often are reminders sent by default?
Two reminders are sent by default, the first one being sent 2 days after the initial signature request and the second being sent 7 days after the initial signature request
Can I set different notification rules for different templates?
Yes. Notification and reminder settings are configured per document or template, so different templates can have different rules.
Do reminders go to signers who have already signed?
No. Reminders only go to signers who still have an outstanding action to complete.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]