How to Set Up Automatic Reminders for Unsigned Documents
The polite chase is the whole game in document turnaround, and it's completely automatable. Set a cadence once, and Inkfree nudges every pending signer until they act.
Setting the Cadence
1. When creating a request, open the reminder settings before sending.
2. Choose a cadence; every 3 days is the sweet spot for most documents: often enough to matter, rare enough not to annoy.
3. Send. The request detail page confirms it ("Auto reminders: Every 3 days").
How They Behave
• Reminders go only to signers who haven't acted: completed signers are never nagged.
• They stop automatically when the signer signs, declines, or the request expires or completes.
• Every reminder is logged in the audit trail: provable follow-up.
The Winning Combination
Automatic reminders + an expiration date. The reminders create urgency along the way; the deadline gives the urgency teeth. Requests configured this way complete dramatically more often than open-ended, unchased ones.
Note: Automatic reminders are available on the Basic plan and above.