Send a reminder / message
At times you might need to remind your counterparty's or your colleagues regarding your documents to ensure that the document gets signed. This can easily be done with Message participants function. You can send your message/reminder in two different views:
- Directly inside a document
- Via the document archive
NOTE
You can only message participants if you are a part of the document as a participant.
IMPORTANT
This feature is only available when the document is in a pending state. If the document is already signed, you can send a message via the comment section.
How to send a reminder / message inside a document
- Navigate to your document.
- Click on the action menu > Select "Message participants".
- Write your subject and message.
- When you're happy with your message, click Send!
DONE!
You can always revisit the message you sent by going to comment section!
How to send a reminder / message via the document archive
- Find the document in the archive
- Click on the action menu > select "Message participants".
- Write your subject and message.
- When you're happy with your message, click on Send!
This function can as well be used outside of sending reminders, for example sending longer messages that do not fit the comments section.