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Docs / Settings

Automatic reminders

Keep envelopes moving with scheduled follow-ups.

Automatic reminders help you nudge recipients to complete outstanding envelopes — without manual chasing. Administrators can choose how often reminders are sent and how many times they’re sent before stopping.

How Reminders Work

Set the cadence that suits your workflow.

You control two settings:

  • Days between reminders
    How often a reminder is sent (e.g. every 3 days).

  • Maximum number of reminders
    The total reminders sent before Annature stops (e.g. 3 reminders in total).

Example
If an envelope is sent on 1 December, with 3 days between reminders and a maximum of 3, the recipient will receive reminders on 4 December, 7 December, and 10 December — then reminders stop.

Enable Automatic Reminders

Turn reminders on and tailor the schedule.

  1. Go to Settings → Automatic Reminders.

  2. Toggle Enable automatic reminders.

    You can also:

    • Send SMS reminders (if a mobile number is available).

    • Restrict to business hours so reminders are only sent during your working day.

  3. Click Save changes.

Reminders contain the same content as your original message, with "Reminder:" added as a prefix to the email subject.

Audit Log Tracking

Full visibility on every nudge sent.

Each reminder creates an entry in the envelope’s Audit log, giving you a complete record of when reminders were sent and to whom — ideal for oversight and compliance.

Automatic reminders streamline follow-ups, improve completion rates, and keep your team focused on the work that matters.

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