How to set up automatic reminders & expiration for signature requests

Overview

Evia Sign allows administrators to automate reminders for pending sign requests and set expiration dates to ensure timely document completion. This guide walks you through configuring these settings to maintain efficiency and compliance.

Accessing Reminders & Expiration Settings For Admin Users

Start by logging in to your Evia Sign admin account and click on Settings from the main menu.

Navigate to the Reminders & Expiration section.

Configuring Automatic Reminders

Admins can enable automatic reminders to notify signers at set intervals until they complete the signing process.

Locate the Automatic Reminders check box and enable automatic reminders

Configure the following options:

• Days before the first reminder: Set the number of days after the initial sign request before the first reminder is sent.

• Interval between reminders: Define how frequently reminders should be sent after the first one.

Setting Up Expiration Dates

Sign requests can be configured to expire if not completed within a specified timeframe.

Locate the Sign Request Expiration check box and enable sign request expiration.

Set the following parameters:

• Days before sign request expires: Define how long the sign request remains active before expiring.

• Days to warn signers before expiration: Set the number of days before expiration when signers will receive a final warning notification.

Overriding Admin Settings (Optional)

By default, all sign requests under an admin follow the settings configured above. However, admins can allow individual request senders to override these values.

Locate the "Allow senders to override account defaults" toggle.

Enable this option if request senders should have the flexibility to modify reminder and expiration settings for their specific requests.

If this toggle remains disabled, all requests will strictly follow the admin-defined values.

Saving Changes

Once all settings are configured, the admin must click Save Changes to apply the modifications.

Accessing Reminders & Expiration Settings for Users Under an Admin

When sending a signature request, users under a specific admin will be able to see the preset document request reminders and expiry settings defined by the admin during the fourth step of the signature request process.

If the admin has enabled the "Allow senders to override account defaults" option, users will have the ability to customize their own reminder and expiry settings for individual requests.

However, if this option is disabled, the settings applied to all requests will strictly follow the admin’s predefined values.

This ensures that admins maintain control over document workflows while allowing flexibility where necessary.