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How to use Expiration and Reminder features in pdf and pdf templates??
How to use Expiration and Reminder features in pdf and pdf templates??
Ishika Pippal avatar
Written by Ishika Pippal
Updated over a week ago

1. open your document

Step 1 screenshot

2. Select Signature​.

Step 1 screenshot

3. Drag the signature option where you want the sign.

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4. Click on 3 dots

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5. Click on expiration

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6. Expiration will open

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7. You requirements can change the number of days for the expiry of the document as per your requirements.

Step 6 screenshot

8. Check Warn signers 1 day prior to expiration, if you want to send them warning email.

Step 7 screenshot

9. Click on Apply

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10. For the reminder , click on 3 dots and select reminder.

Step 9 screenshot

11. Reminder dialog box will appear.

Step 10 screenshot

12. You can Select after how many days to want to send reminder mails to them.

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13. Click on Repeat. This will ensure that the person receives reminder mails until completed or expired.

Step 12 screenshot

14. Click on Apply

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15. Click on Send

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16. Click on Send Via Email

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17. Document send successfully.

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18. The person will receive notification in the mail.

Step 17 screenshot

19. To send reminders on pdfs which are already sent.

Step 1 screenshot

20. Click on the 3 dots.

Step 2 screenshot

21. Click on Send Reminder. Avoid making pdf from the scratch again and send them instant reminders.

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22. send successfully

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