Remind Collaborators

Business Background

Remind collaborators to review or comment on a contract using the dynamic configuration.

Titan Solution

• Remind the collaborators per contract by sending them an email to prompt them to edit the contents of a document or add comments.

How to Guide

Configure reminder emails for collaborators as follows:

1. Under Settings, click the Limit/Reminder tab to open it.
2. Click the Collaborator Auto Reminder checkbox. The status “Not Set” is shown, and a Configure button is added.
3. Click the Configure button. The Auto Reminder screen opens.

4. Add the number of days for the first and second reminders. The reminders will be sent these set number of days after the first email for collaboration was sent.

5. Click the Apply button.

6. Under Settings, click the Emails tab to expand the options.
7. Scroll down to the Collaborator Reminder option.
8. Click in the Collaborator Reminder checkbox. The status “Not Set” is shown, and an Edit button is added.
9. Click the Edit button. The Custom Message screen opens with a default email message.

10. Edit the subject line and/or body of the email, if necessary.

11. Click the Apply button.

The reminder email status is changed to “Set.”