How do I configure automatic reminders?

Automatic reminders are sent out on a weekly basis. This period can be adjusted.

For example: a reminder with an interval of seven days will mean that the signer will receive a reminder every seven days after receiving the invitation, until the document has been signed or the transaction has reached an end status (rejected, cancelled, expired).

You can adjust the standard reminder interval via our portal Settings > Default settings > Default reminder interval in days
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You can also adjust it per transaction by clicking on the blue/green dot after the signer:

A pop-up appears in which you can set the 'Reminder interval in days' for this signer:

How do I change the validity period of the sign request?

The default setting keeps the invitation open for 30 days. This can be adjusted down to a minimum of 1 day and up to a maximum of 90 days.

You can adjust per transaction whilst creating a new transaction Transactions > New transaction, right at the bottom at the 'Options':
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The transaction validity period can also be adjusted as a standard via Settings > Default options:
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How long do documents remain available for download?

Once signed, documents can be downloaded for a maximum of 30 days. This is the default setting.

​Metadata cleanup
After signing, the personal information about the transaction (such as e-mail addresses, document names, references) will be cleaned up from the portal and API after three months. Afterwards, the data will be anonymized. All this data will be logged in the audit trail PDF, which will be generated and can be archived in your own file system after everybody has signed. Our servers will however be void of this personal information.
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