Configure Reminder Emails

Business Background

Reminder emails serve to prompt recipients to take action on a specific task, such as signing a document.

Titan Solution

Titan Sign lets you configure customizable emails to remind signers to sign a document.

How to Guide

1. Under Document, select the Settings option.
2. Click on Email to open the drop-down options.
3. Make sure that the Signer Reminder checkbox has been enabled.
4. Click on the Edit button. The Custom Message screen opens. A standardized message has been added, but you can edit it.

5. Use this screen to create a custom subject and email message. You can drag-and-drop elements from the bottom of the screen to the subject and the message content.

6. As an alternative, use the HTML toggle switch to create a new custom message using the Rich Text Editor.
7. Click on the All elements drop-down arrow to open the list. This list contains the same elements as are listed at the bottom of the screen.

8. Click on the Apply button.
9. Save the project.