There are several scenarios in workflows that may involve requesting information, approvals or signatures from other parties. If you have a slow-to-respond recipient, here’s how to send a reminder:
If you opt to have Ironclad collect information from a counterparty for you, an automatic email will be generated to the contact you provided. If you fail to receive a response, simply click the clock icon next to the party’s name. This will trigger an email from Ironclad to them reminding them to provide the requested information.
If you are waiting for Legal or another party to review and approve your document and you’d like to send them a reminder, simply click the clock icon next to their name on the Review and Change step to trigger a reminder email from Ironclad.
After a document has been sent for signatures, send a reminder to the designated signer(s) by clicking the clock icon next to their name. This will trigger a reminder email from your E-signature provider.