Documenso

Signing Reminders

Automatically email recipients who have not yet signed on a configurable schedule.

Overview

Signing reminders automatically email recipients who have not completed their signing. You configure when the first reminder goes out and how often it repeats — Documenso handles the rest until the recipient signs or the document leaves a pending state.

This is useful when:

  • You want recipients nudged without having to track them down manually
  • A deadline is approaching and you want to escalate gradually
  • You send a high volume of documents and cannot chase each one

Reminders are tracked per recipient, not per document. Each unsigned recipient is on their own schedule based on when they were emailed.

This is different from the Resend action covered in Send Documents, which is a one-off manual nudge. Reminders are scheduled and recurring.

Default Behaviour

Every newly created organisation starts with reminders enabled:

  • First reminder sent 5 days after the recipient is emailed
  • Repeats every 2 days until the recipient signs

You can change this default at the organisation or team level, or override it per document.

Organisations created before this feature shipped have reminders left blank (no default) so recipients of in-flight or future documents are not unexpectedly sent reminders. To enable reminders for an existing organisation, configure Default Signing Reminders under Organisation Settings > Preferences > Document.

Settings Cascade

Reminder settings follow a three-level cascade: Organisation → Team → Document. Each level can override the one above it, or inherit from it.

Sets the default for all teams in the organisation. Options are Enabled (set when the first reminder fires and how often it repeats) or No reminders.

To configure, navigate to Organisation Settings > Preferences > Document and find Default Signing Reminders.

Overrides the organisation default for documents created within this team. Options are Enabled, No reminders, or Inherit from organisation.

New teams default to Inherit from organisation.

To configure, navigate to Team Settings > Preferences > Document and find Default Signing Reminders.

Overrides the team or organisation default for a single document. Options are Enabled, No reminders, or Inherit from organisation.

If you do not change reminders when editing a document, the team or organisation default applies.

Set Reminders for a Document

Open the document settings

In the document editor, open the Settings dialog and go to the Reminders tab.

Choose a mode

  • Enabled — Documenso sends reminders on the schedule you configure below
  • No reminders — no automatic reminders for this document
  • Inherit from organisation — use the team or organisation default

Configure the schedule

When Enabled, set:

  • Send first reminder after — a number and unit (days, weeks, or months) measured from when the recipient is first emailed
  • Then repeat every — either Custom interval (a number and unit) or Don't repeat (only one reminder is ever sent)

Send the document

The first reminder is scheduled when the recipient receives the initial signing email. Subsequent reminders are scheduled from the time the previous reminder was sent.

Editing reminder settings on a document that is already pending recalculates the next reminder for every unsigned recipient immediately.

Set a Default Reminder Schedule

Go to Organisation Settings > Preferences > Document (or Team Settings > Preferences > Document for team-level overrides).

Configure the default

Find Default Signing Reminders and choose:

  • Enabled — set the first-reminder delay and repeat interval
  • No reminders — disable reminders by default
  • Inherit from organisation (team level only) — use whatever the organisation has configured

Save

Click Save to apply. New documents created after this change use the updated default. Documents already in flight are unaffected unless you edit their reminder settings directly.

What Happens When a Reminder Fires

When a recipient's next reminder time arrives:

  1. Documenso sends the reminder email — same template as the original signing request, but the subject and preview are prefixed with "Reminder:".
  2. An audit log entry is created for the recipient (an EMAIL_SENT entry of type REMINDER).
  3. The document.reminder.sent webhook fires. See webhook events.
  4. The next reminder is scheduled based on Then repeat every, or no further reminder is scheduled if you chose Don't repeat.

Reminders stop automatically when the recipient signs, declines, the recipient's signing deadline passes, or the document leaves the pending state (completed, rejected, or deleted).

When Reminders Are Skipped

A configured reminder will not be sent in the following cases:

  • The recipient is a CC — CCs are notified once and never reminded
  • The recipient's signing deadline has passed — see Recipient Expiration. Resending the document refreshes the deadline and resumes reminders.
  • The document uses manual link distribution — Documenso never emails recipients for these documents
  • The envelope's email settings have signing request emails disabled
  • The recipient has not yet been emailed (for example, an unreached step in a sequential workflow)

Reminders stop automatically 30 days after the recipient was first emailed, regardless of the repeat interval. This hard cap prevents runaway reminder chains for recipients who never sign and have no expiration set. If you need a different stop condition, set a shorter repeat interval, use Don't repeat, or configure recipient expiration.

Reminders are dispatched by a background sweep that runs every 15 minutes, so the actual send time may be up to ~15 minutes after the scheduled time.

Reminder Options Reference

SettingOptionsNotes
ModeEnabled / No reminders / InheritInherit is only available at the team and document levels
Send first reminder after1+ days, weeks, or monthsMeasured from when the recipient receives the initial signing email. Reminders past 30 days from that moment are skipped.
Then repeat everyCustom interval (1+ days/weeks/months) or Don't repeatCustom interval keeps reminding until the recipient signs or the 30-day cap is reached

The organisation default out of the box is first reminder after 5 days, repeating every 2 days, which falls well inside the 30-day cap.


See Also

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