Reminders and Expiration enables you, as an administrative user, to set default validity and frequency of eSignature request. You can configure the reminder and expiration parameters in both the DocuSign account and the custom button formula field. If the parameters are defined in both the DocuSign account and the custom button formula field, the default values for reminders and expiration parameters are taken from the custom button formula field. You can allow users to view and update the value of these parameters while sending documents for eSignature, by setting the 'Use DocuSign Default Reminders' DocuSign system property. If this DocuSign system property is unchecked in your Salesforce org, the user can view and update the fields pertaining to reminders and expiration on the Additional Details page. 

The following table explains the use cases to set reminders and expiration parameters using a combination of DocuSign account fields, custom button formula fields and Additional Details page fields.

DocuSign Account FieldsCustom Button Formula Fields DocuSign system propertyAdditional Details page FieldsResult

  • Days before sending first reminder: 7

  • Days between reminders: 3

  • Days before request expires: 20

  • Days to warn signers before expiration: 4

  • remindAfter: 10

  • expireIn: 30

  • remindEvery: 2

  • warnBeforeExpire: 5

  • Use Default Reminders & Expiration checked?: Yes
N/A

A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

The user can not view the fields pertaining to reminders and expiration on the Additional Details page.

  • Days before sending first reminder: 7

  • Days between reminders: 3

  • Days before request expires: 20

  • Days to warn signers before expiration: 4

  • remindAfter: 10

  • expireIn: 30

  • remindEvery: 2

  • warnBeforeExpire: 5

  • Use Default Reminders & Expiration checked?: No
N/A

A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

  • The user can view and update the fields pertaining to reminders and expiration on the Additional Details page. The values of custom button formula fields are populated in the Additional Details page fields. 

  • Days before sending first reminder: 7

  • Days between reminders: 3

  • Days before request expires: 20

  • Days to warn signers before expiration: 4

  • remindAfter: 10

  • expireIn: 30

  • remindEvery: 2

  • warnBeforeExpire: 5

  • Use Default Reminders & Expiration checked?: No
  • Send a Reminder to signers [] day(s) after receipt: 5
  • Expire request in [] day(s): 180
  • Continue to send reminders every [] days: 2
  • Warn Signers [] day(s) before request expires: 30

A reminder is sent 5 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 30 days before the document expires. The document expires in 180 days after it is sent. 

  • The user can view and update the fields pertaining to reminders and expiration on the Additional Details page. The values of custom button formula fields are populated in the Additional Details page fields. 

  • Days before sending first reminder: 7

  • Days between reminders: 3

  • Days before request expires: 20

  • Days to warn signers before expiration: 4

N/A

  • Use Default Reminders & Expiration checked?: Yes
N/A

A reminder is sent 7 days after you send the document. Every 3 days a reminder is sent until the document is signed. A warning of the expiry of the document is provided 4 days before the document expires. The document expires in 20 days after it is sent. 

The user can not view the fields pertaining to reminders and expiration on the Additional Details page.

N/A

  • remindAfter: 10

  • expireIn: 30

  • remindEvery: 2

  • warnBeforeExpire: 5

  • Use Default Reminders & Expiration checked?: Yes
N/A

 A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

The user can not view the fields pertaining to reminders and expiration on the Additional Details page.

N/AN/A
  • Use Default Reminders & Expiration checked?: No
  • Send a Reminder to signers [] day(s) after receipt: 5
  • Expire request in [] day(s): 365
  • Continue to send reminders every [] days: 1
  • Warn Signers [] day(s) before request expires: 7

A reminder is sent 5 days after you send the document. Every 1 day a reminder is sent until the document is signed. A warning of expiry of the document is provided 7 days before the document expires. The document expires in 365 days after it is sent. 

The user can change settings on the Additional Details page.

N/AN/A
  • Use Default Reminders & Expiration checked?: Yes
N/A

0 is populated in each field. 

The user can not view the fields pertaining to Reminders and Expiration on the Additional Details page.

Setting reminders and expiration in the DocuSign account

To set the reminder and expiration parameters in the DocuSign account, see Set Account Reminders and Expiration Defaults. 

Setting reminders and expiration in the custom button

You can set the reminder and expiration parameters in the custom button formula field by including the following parameters:

  • remindAfter - Enter the number of days after that a reminder email will be sent to recipients. For example, you send the document today and you enter the value as 5. A reminder will be sent to recipients after 5 days.
  • remindEvery - Enter the frequency of reminders in the number of days you want the reminder to be sent until the document is signed. For example, you send the document today and you enter the value as 2. A reminder will be sent every 2 days until the signer signs the document.
  • expireIn - Enter the number of days after that the envelope will expire. For example, you send the document today and you enter the value as 365. The envelope will be valid for a year. 

  • warnBeforeExpire - The number of days after that an expiration warning email is sent to the recipient before the envelope expires. For example, you send the document today, the validity of the document is for a year, and you enter the value as 10. Hence, a warning of expiration will be sent 10 days before the expiration of the document.

The following is an example of the formula that you can use while customizing the action button:

IF(OR(ISPICKVAL(Apttus__Status_Category__c,"In Authoring"), (AND(ISPICKVAL(Apttus__Status_Category__c,"In Signatures"), ISPICKVAL(Apttus__Status__c,"Ready for Signatures"))), (AND(ISPICKVAL(Apttus__Status_Category__c,"In Signatures"), ISPICKVAL(Apttus__Status__c,"Signature Declined")))),HYPERLINK("/apex/Apttus_CMDSign__CMDocuSignManageEnvelope?envelopeparentid="&Id&"&remindafter=7&remindEvery=7&expireIn=30&warnBeforeExpire=3", IMAGE("/resource/Apttus_DocuSign__eSignature","Send For eSignatures"), "_self"), NULL)
CODE

For more information on customizing action button, see Enabling and Customizing the Action Panel.   

The users can configure the Reminders and Expiration on Additional Details page while sending the document for eSignature. For more information, refer to Adding Additional Details.