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:
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.
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:
You cannot keep reminders enabled while preventing signers from rejecting the document. Enabling reminder automatically allows the document to be rejected.
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.
Behavior Summary
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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