Configuring Reminders and Expiration Notifications
Reminders and Expirations enables an administrator to set the default frequency of reminder and expiration notifications for a sent eSignature document. You can allow users to view and update the value of these parameters while sending documents for eSignature.
The following table explains the use cases to set reminders and expiration parameters using a combination of DocuSign account fields, the integration administrator values, and the default value set in the DocuSign settings.
To configure reminders and expiration in DocuSign account
- Click the User menu and select Preferences.
- On the left panel, under Account Administration, click Reminders and Expirations. You can set account-level reminders and document expiration from this page.
- Under Set Default Reminders and Expirations section, select Send Reminder in [] Days check box and provide information as mentioned below.
- Select the Do NOT allow users to override these settings check box to fix these reminder and expiration settings.
- Click Save.
Users can configure the Reminders and Expiration on the Additional Details page while sending the document for eSignature. For more information, refer to Adding Additional Details.
