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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. |