Automated Reminders

Plan: Free and above


Administrators have the ability to configure automated reminders for each Envelope that gets sent out. Configure them to remind recipients about pending Agreements that need to be signed.

To set up reminders, go to your settings, look for Reminders, and check the box "Send automatic reminders".

Configure how often you'd like to send a reminder, and when you would like to stop sending them. Reminders will eventually expire, however you can delete an envelope and send a new one which will follow the rules.

Those settings are company wide and will be applied to all envelopes being sent out by your team. Reminders of envelopes is a very helpful automation feature of Pima that simplify and streamline business processes.