Automatic reminders in Flow
Flow eSign can remind participants automatically when they still have an action to complete in a process. You don't need to follow up by hand, and processes don't stall.
How automatic reminders work:
When: the first reminder is sent a set number of days after the participant's last action. If the participant hasn't done anything yet, the days count from the invitation.
How often: the reminder repeats with the same interval until the participant has completed all actions.
Delivery: reminders are sent with the same method as the invitation, by email or SMS.
Message: reminders use a standard message. You can't add your own text.
Set a reminder before you send
Set the reminder when you prepare the process:
In the editor, click the Customise process tab.
Under Process settings, go to Recipient reminder.
Enter the number of days between reminders.
When you start the process, the reminders are sent automatically.
Change a reminder after you send
On the process page, you can see if the process has an automatic reminder and when the next one is sent.
To change the reminder of an ongoing process:
In the main menu, click Flow > Started processes, then click the process to open its process page.
Set a new reminder, change the number of days, or cancel the reminder.
A new or changed reminder counts from today, not from the invitation date. Each reminder that is sent is listed in the Event log of the process.
Who gets a reminder
Automatic reminders only go to participants who still have an action to complete. The first reminder is sent 24 hours after the invitation at the earliest.
Pending action: the participant gets a reminder.
Action completed: the participant doesn't get a reminder.
Not their turn yet: the participant doesn't get a reminder. Reminders follow the invitation order.
Signing groups: if 2 of 3 signatures are needed and no one has signed, everyone in the group gets a reminder. Once 2 have signed, no one in the group gets one.
Optional attachments: an optional requested attachment that is still pending triggers a reminder.
Invitation method: only parties invited by email or SMS get reminders.
Automatic reminders in the API
With the Flow API, you can also:
set reminders that repeat every few days (relative reminders)
set a reminder for a fixed date and time in UTC (absolute reminders)
switch a running process between relative and absolute reminders.
For details, see the Flow API documentation.
