Send E-sign Reminder (Bulk/Manual Approach)
Modified on: Thu, 3 Nov, 2022 at 7:09 AM
User is now able to send e-sign reminder in bulk action:
Tick the box of those clients you want to send an e-sign reminder, then, press the button "Send E-Sign Reminders"
Check this guide to learn more about Automatic E-sign reminder
Note: If 7 reminders sent and the client hasn't signed a document, LodgeiT sends an email to a user that a document wasn't signed. Then, the reminders are stopped being sent.
Process of "Out to Sign" using E-signature
How to notify signed tax form to other team members
How to send email directly to agent's mailbox
E-sign status card
Signing Documents Electronically Under Corporations Act 2001
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