Reminders for unsigned documents

When you send a customer a custom document to sign — a damage waiver, a stairs release — MoveBoard can remind them until they sign it.

Who gets reminded

Only customers you sent the document to: from the order by the office, or by a workflow's Send a document to sign step. A document that's only signed on the bill of lading with the crew is never chased by reminders. A signed document is never reminded.

Reminders never go between 9 PM and 8 AM on the customer's clock.

Set the reminders for every document

1. Open Settings › Documents & bill of lading › Custom documents.
2. At the top, switch on Reminders for every document.
3. Fill in: - First reminder after (hours) — this long after the document was sent. - Then every (hours) — each next one this long after the last. - Up to (times) — at most 10. - Remind by — Email, Text or Both. - Email template / text template — the default message, or one of your templates. The signing link is added if your template doesn't carry it.
4. Press Save reminders.

The card says it back in a line, for example First 24 h after sending, then every 24 h, up to 2 times, by email.

New companies start with reminders off: Off: documents that follow these reminders are not reminded.

Give one document its own reminders

1. Open the document.
2. In Reminder when it is not signed, change Which reminders from The company's reminders to Its own reminders.
3. Set the same fields for this document, and save the document.

What happens next

• Each reminder is a message on the order, like any email or text you send.
• Sending the same document again starts the reminders over.
• Once the customer signs, the reminders stop and the signed copy is filed on the order.