This article describes the process of setting up an automatic email reminder for documents.
Automatic email reminders are used to chase external approval once a document is sent. Follow the below steps to setup auto email reminders:
1. Go to Settings under Document> Auto Email Reminder.
2. Toggle the Auto Email Reminder button to green.
3. Set the number of days in which you need the first reminder to be sent.
4. Choose if you need the reminder to repeat and the frequency.
Note: We also have a check box to choose to repeat the Auto reminders until the Document is completed or Expired.