; FAQ 196: Sending E-Sign Reminders

FAQ 196: Sending E-Sign Reminders

Problem:

If 2 trustees E-Sign the document and a 3rd one still needs to sign, how can we send a reminder only to that 3rd trustee?


Solution:

You can push a reminder to the 1 trustee directly from Adobe Acrobat Sign. Once you log in to their website (https://secure.na1.adobesign.com/public/login), click on the “Manage” tab, and locate the applicable “in-progress” agreement. Then follow these 3 steps:

1. Click on the clock icon for that plan.
2. Click on “Add a reminder” in the pop-up box.
3. Select who and “Right now” before clicking “Create”.

Note: We recently added on the DGEM download page > Help Guide > the DGEM E-Sign User Highlights. Snippets for Sending Reminders are on page 16.