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Where do I set up reminders?

Projects > Reminders 

When you have created your envelope, go to the Reminder tab in the light gray navigation bar along the top of your screen.  You will be able to create three types of reminders:

1. Incentive Sent, Not Viewed – Reminders added here will be sent if the recipient has been sent an incentive, but has not viewed it yet

2. Incentive Viewed, Not Claimed – Reminders added here will be sent if the recipient has been sent an incentive, and has viewed it, but has not yet claimed it

3. Incentive Claimed – Reminders added here will be sent after the recipient has claimed their incentive

Updated on July 1, 2022

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