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Automatic Reminders in Agreements

Give your participants a gentle nudge — automatic reminders help reduce delays by notifying anyone who hasn’t signed yet.


Understanding Automatic Reminders​

Automatic reminders help reduce delays by following up with participants who haven’t signed yet. The system dynamically schedules reminders based on the available signing window — either the agreement’s expiration date or a default 15-day period.

You can choose between two reminder levels:

  • Normal (default): Starts around 5 days after the first invite and sends a few spaced-out reminders with decreasing frequency.
  • Intense: Starts sooner (around 3 days in) and follows up more frequently within the same time window.

The timing of reminders adapts to your signing flow:

  • If sequential signing order is enabled, reminders are scheduled individually for each participant, starting when they’re invited.
  • If grouped signing order is used, the schedule is reset for each group.
  • If no signing order is enforced, reminders are scheduled from when the initial invitations go out.

Once a participant signs, they won’t receive any more reminders.


Usage​

Automatic reminders are opt-in and can be enabled when creating or updating an agreement. Just include the automatic_reminders flag:

{
    [...],
    "automatic_reminders": "normal"
}

or

{
    [...],
    "automatic_reminders": "intense"
}

If the flag is omitted, no reminders will be sent. Once enabled, reminders will be scheduled automatically based on your signing flow and chosen intensity — no further configuration needed.