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Titan Support

How can we help you?

Platform

Auto Reminder

Business Background

Remembering to send reminder emails can be tedious; therefore, automated reminder emails save time and effort.

Titan Solution

You can configure automated email reminders in a few clicks.

How to Guide

  1. Under Document, select the Settings option.
  2. Click the Limit/Reminder option to expand the list.
  3. Click the Signer Auto Reminder checkbox.
  4. Click the Configure button. The Auto Reminder screen opens.

Signer Auto Reminder checkbox

Signer Auto Reminder checkbox
  1. Type a number in the Remind after field.
  2. If necessary, click the drop-down list to configure a repetition for the reminder. The default option is No Repeat.

Auto Reminder

Auto Reminder
  1. Click the Repeat option. The Confirmation modal opens.

Auto Reminder

Auto Reminder
  1. Click the Configure button. The Send via Salesforce screen opens.

Confirmation

Confirmation
  1. Select the email from the drop-down list.
  2. If necessary, click the Create Email Message in Salesforce checkbox.
    • You must then configure the email message in Salesforce.
    • Alternatively, configure the reminder email in Titan Sign.
  3. Click the Apply button.

Send via Salesforce

Send via Salesforce
  1. Type a number in the field to set the number of repeats.

Auto Reminder

Auto Reminder
  1. Click the Add reminder option to add more reminders, if necessary.

Example

Example

Note:

In the above example, the reminder email will be sent after 2 days, until it has been sent for a total of 3 times.

After 8 days a reminder will be sent and after 12 days another.

As soon as the signer signs the document, the reminder emails will no longer be sent.

  1. Click the Apply button.

Note:

You can quickly set one or two reminders by disabling the Use New UI toggle switch. The old UI is shown.

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  1. Type a number in the field/s.
  2. Click the Apply button.

Remember to configure the Reminder email.

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