ClientSide’s ‘Automatic Reminders’ feature makes it incredibly easy to gently remind your clients to sign documents.  You can set and then edit reminder frequency for each individual Signature Request.

To Deactivate Automatic Reminders:

  1. From the Home Page, navigate to the Docket portal
  2. Find the Document for which you would like to disable Automatic Reminders
  3. Click on the clock image located in the “Last Communication” column for the document

  4. A popup window will appear
  5. Un-check the box located next to term “Active”
  6. Click “Update”

To Edit Automatic Reminder Frequency:

  1. From the Home Page, navigate to the Docket portal
  2. Find the Document that requires editing, and click on the clock image located in the “Last Communication” column
  3. A popup window will appear
  4. Select the dropdown labeled “Rate of occurrence” and change the frequency of days before each reminder is sent to your clients.
  5. Click “Update”