E-Sign Automatic Reminders
E-signature Documents that are attached to Programs are sent automatically AFTER enrollment via email. This is how email reminders work for E-signature Documents only (NOT Required Documents):
Signers receive an initial request for an E-signature via email. Another reminder is sent after three days. If the Document remains unsigned, the signer will receive another email reminder seven days after the initial request. No more reminders will be sent out automatically after seven days.
You can view any unsigned E-signature Documents via the Notification Center and send manual reminders out.
If you have MULTIPLE SIGNERS, the Document won't be sent to the second signer until the first signer has received it. If you have multiple signers and only one account holder, that account holder will have to fill out and sign the document for all signers (so if there are two signers, the account holder will need to fill out and sign the document twice).
E-Sign Manual Reminders
Here are a few options to encourage timely signatures:
Notification Center
The Notification Center can be accessed by clicking on the bell icon in the upper-right corner:
If you haven't set up your Admin Notification Center, click here.
If you haven't set up your Document Notifications, click here.
Once your Document Notifications are set up, you can click on "Documents" and view who still hasn't signed an E-signature Document. To send a reminder, simply click on "Send Reminder." This will email the Account Holder another E-signature request.
NOTE: Only the most recent E-signature request email can be used.
Documents Tab
You can also go into the Documents tab (Enrollees > Documents) to manually send reminders. HOVER OVER an unsigned Document in the Documents Tab and click the Remind button (bell icon) to send a manual reminder email, then click "Remind."
NOTE: An E-signature Email Reminder can only be sent once per hour.
SMS/Text Icon
While still on the Documents tab (Enrollees > Documents), do the following:
First, select the Accounts you need to send a text to on the left-hand side. Then click the SMS icon to send a text message to the designated Account Holder's cell phone number.
A new window will open, listing the Account Holder's names. At the top will be the total number of recipients with a cell phone number.
NOTE: If this number DOES NOT match the number of Accounts you selected, the Primary Account Holder does not have a cell phone number. You can add cell phone numbers by clicking on the Enrollee name left, then the Account Holder's Name at the top.
Write your message in the box below the Account Holder names and press Send.
NOTE: Bulk messages can only be 160 characters (this CANNOT be changed), so be concise! Check out this Grammarly article for tips on writing concisely!
Email Icon
If you would instead email the Account Holders, do the following:
Click on the Email icon (envelope) to copy all selected emails. The copied emails will be put on your computer clipboard to be pasted.
You can then decide if you want to copy just the Primary Account Holder's email, or both the Primary and Secondary emails.
Paste them into your email provider (i.e., Outlook, Gmail, etc.) to send an email.