Notification Reminder and Document Expiration for Individual Documents - Signority

When you're sending out a document, Signority can automate notification reminder emails to signers and send you email updates on the status of a document. Most documents sent through Signority are signed within hours or a few days of being sent, but just in case there's a little delay, it's always safe to set some reminders & deadlines. You can always set your default automatic reminders and notifications from your Account Settings but there may be times when you need to set specific settings for individual documents.

Overview of Options for Notification Reminders

• Progress alert to sender when a document is opened and viewed by a recipient
• Progress alert to sender when a document is signed by a recipient
• What's included in the finalized document email to the sender
• What's included in the finalized document email to the signer
• Total number of reminder emails to recipients
• Reminder email frequency
• Expiration alert lead time
• Define emails to send a copy of notifications to ↗
• Document expiration

Set up Notification Reminders and Expiration

There are two places you can set up or change a documents notification reminder settings:

1. The Recipients page when creating a new document, which has a limited version of the notifications.
2. The Editor Page under Settings>Notification.

The Recipients Page (Limited)

When creating a new document, you can define that documents basic recipient notification reminder schedule on the right of the Recipients page.

1. Begin by creating a new document using the +New button, upload the files that will be a part of that document, and then proceed to the recipients page. For a more detailed tutorial of how to creating an electronic signature document, click here.
2. On the right of the Recipients page, under Recipient Reminder Settings, select the checkbox next to "Send reminders to recipients"
3. Then, define the frequency and total number of reminders that will be sent to the recipients to sign the document. 
   
   
4. You can then continue with creating the document.

The Editor Page

1. On the left of the Editor, next to Settings click Edit and then navigate to the notifications tab on the pop-up that appears.
2. Adjust the the documents notifications and expiration as needed.
   
3. Click Save when you are done.

Further reading

Track and Monitor Document Status & Workflow
Change Signers and Resending Invitation Emails
Benefits of eSignature