Sending Signature Reminders

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What is covered in this article? 

• Overview
• Sending Signature reminders from the Apply Forms list view
• Sending Signature reminders from the Application Preview page

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Overview

School users can manually send reminders to contacts who have not yet signed. There are two ways to do this:

Sending Signature reminders from the Apply Forms list view

1. Go to Applications > Apply Forms and filter by Pending Signatures status.
2. Select the records you wish to send an email to by clicking the checkbox on the left hand side
3. Click the Send Contact Message button and select Send Reminder option 
4. Select a time threshold (e.g., contacts not reminded in the last 3 days)
5. NOTE: Emails will only be sent to those forms that have a signature pending and match the recency criterion
6. Click SEND to send reminders to all matching contacts.

Sending Signature reminders from the Application Preview page

1. Open the relevant application.
2. Click the Send Contact Message button and select Send Reminder option