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Signature reminders

Signature reminders help keep the process moving when a signer has not yet signed the document. They are sent automatically and can follow a daily or weekly schedule.

The reminder field can be used when creating or updating documents.

Reminder Frequency

The following frequencies are available:

Value
Behavior
Limit

DAILY

Sends reminders daily.

Up to 7 reminders

WEEKLY

Sends reminders weekly.

Up to 4 reminders

Reminders stop when the signer signs or rejects the document, even if the reminder limit has not yet been reached.

Only signers added by email will receive signing reminders. Signers added by phone number or through a signing link will not receive them.

To create a document with daily reminders:

{
  "document": {
    "name": "Service Agreement",
    "reminder": "DAILY"
  }
}

To send reminders weekly:

{
  "document": {
    "name": "Service Agreement",
    "reminder": "WEEKLY"
  }
}

Reminders and Rejection

When reminder is set to DAILY or WEEKLY, the API automatically enables the refusable field.

This allows signers to reject the document during the signing process, even if refusable was not explicitly provided:

Internally, this configuration behaves as follows:

Stopping the Process After a Rejection

The stop_on_rejected field determines whether the process should stop when a signer rejects the document.

When enabled, the remaining signers will no longer be able to sign the document after a signer rejects it.

The stop_on_rejected field can only be enabled when refusable is active. Because reminders enable refusable automatically, both behaviors can be combined.

Behavior Summary

Configuration
Result

reminder: "DAILY"

Sends reminders daily and enables refusable.

reminder: "WEEKLY"

Sends reminders weekly and enables refusable.

refusable: true

Allows signers to reject the document.

stop_on_rejected: true

Stops the process after a rejection.

stop_on_rejected: true with refusable: false

Invalid configuration.

reminder with stop_on_rejected: true

Sends reminders, allows signers to reject, and stops the process when a rejection occurs.

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