Conga Product Documentation

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Email Reminder Settings

Determine the rate of email reminders for your transactions still awaiting signature.

  • Send Email Reminders - Allows setting up a schedule to send email reminders to all recipients that have not yet completed signing.
    • Send first email reminder after - determine the number of days (1 - 1000) before the first reminder email is sent.
    • Repeat Reminders - When enabled, allows you to determine how many days before a follow-up reminder email is sent, and when to stop sending reminder emails.

For example, if you want a reminder to review a transaction after 5 days with follow-up reminders sent every week for 3 weeks, you would set the following parameters:

  • Send first email reminder after: 5 (days)
  • Every: 7 (weekly)
  • Ends after: 4 (total reminders)