Introduction
Utilizing expiration and reminder features in BoloSign helps ensure timely actions and responses on your documents. These features can enhance your document management workflow by setting deadlines and sending automated reminders to signers. Follow these steps to effectively use expiration and reminder features in your PDF and PDF templates.
Step-by-Step Guide to Using Expiration and Reminder Features in BoloSign
1. open your document
2. Select Signature.
3. Drag the signature option where you want the sign.
4. Click on 3 dots
5. Click on expiration
6. Expiration will open
7. You requirements can change the number of days for the expiry of the document as per your requirements.
8. Check Warn signers 1 day prior to expiration, if you want to send them warning email.
9. Click on Apply
10. For the reminder , click on 3 dots and select reminder.
11. Reminder dialog box will appear.
12. You can Select after how many days to want to send reminder mails to them.
13. Click on Repeat. This will ensure that the person receives reminder mails until completed or expired.
14. Click on Apply
15. Click on Send
16. Click on Send Via Email
17. Document send successfully.
18. The person will receive notification in the mail.
19. To send reminders on pdfs which are already sent.
20. Click on the 3 dots.
21. Click on Send Reminder. Avoid making pdf from the scratch again and send them instant reminders.
22. send successfully
FAQs
How do I set an expiration date for a document in BoloSign?
Open the document, click on the three dots icon, select "Expiration," set the number of days for expiration, and click "Apply."How do I set up reminders for signers in BoloSign?
Click on the three dots icon, select "Reminder," set the reminder schedule, enable repeat reminders, and click "Apply."Can I send reminders for documents that have already been sent?
Yes, you can send reminders for already sent documents by clicking on the three dots icon and selecting "Send Reminder."
Conclusion
Using expiration and reminder features in BoloSign enhances your document management by ensuring timely actions and follow-ups. By following these steps, you can set expiration dates, send automated reminders, and manage your documents efficiently. BoloSign's robust features make it easy to keep track of document status and ensure all parties complete their tasks within the desired timeframe.