Setting Expiration Dates and Notifications for Signing Deadlines
When sending documents for digital signature, you have the option to set an expiration date and determine when the recipient should be notified about the signing deadline. Additionally, you can prevent unnecessary reminders during extended signing periods by adjusting the reminder settings to either disable them or modify their frequency.
This feature is especially useful for time-sensitive documents or when multiple parties are involved in the signing process. It is also beneficial for workflows involving templates, as you can predefine reminder intervals and expiration settings for recurring processes.
To set an expiration date and notifications for signing deadlines, follow these steps: Consider how these settings align with your overall workflow management, such as handling delays or using templates for efficiency.
Hover over either Deadline, Send notifications every, or Final notification to display the up and down arrows.
Adjust to the value that best suits your needs.
Managing Settings for Extended Signing Periods
If you anticipate a delay in the signing process, you can prevent automatic reminder emails by editing the reminder settings for the transaction. You can either disable reminders entirely or adjust the frequency to avoid sending periodic emails while waiting to resume signing. This ensures that signers are not overwhelmed with unnecessary notifications during the delay.
Using Templates for Reminder and Expiration Control
For workflows involving forms or templates, you can configure reminder intervals and expiration settings directly within the template. This allows you to:
Attach a template to the form.
Set specific reminder intervals to notify signers at the desired frequency.
Define expiration dates to ensure timely completion of the signing process. Additionally, you can edit the expiration date or reactivate the transaction from the overview section of your document signing platform. This flexibility helps you maintain control over the signing process and adapt to changing circumstances.
Customizing Notification Messages
When setting up notifications for signing deadlines, you can also customize the subject and content of the messages that will be sent to the signer. Here's how:
Subject
Choose the subject of your message. For example, you can use a subject like “Reminder: A document is awaiting your digital signature.”
Formatting and Other Settings
Hover over the menu items below to choose whether you want to change the text format, use bullet points, or insert a link.
You can also use one of Addo's standard parameters to personalize your message to the signer.
⚠️ Be aware that the invitation, reminder, and receipt messages must not contain personal information, as communication security cannot be guaranteed.
Once you have customized your notification messages, click the green ‘Save’ button to apply the changes.
Practical Tips for Customizing Document Signing Workflows
Regularly review and update reminder and expiration settings to align with your workflow needs.
Use templates for recurring processes to save time and ensure consistency.
Communicate with signers about any changes to the signing timeline to manage expectations. By effectively managing reminder and expiration settings, you can streamline your document signing workflows and improve the overall experience for all parties involved.