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Created by Guest
Created on Nov 6, 2024

Stop reminders being sent for documents that have already been eSigned

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled.

An easy change would be to be able to set a custom creation and presend time for unsigned documents (we would set 5 minutes)

A better, but harder, change would be for Bright Manager to check prior to sending if the document has been signed or not and cancel if it has.

We have a lot of clients complain and get confused about receiving reminders for documents they have already signed - especiallt if we send out documents late on a Friday, and they dont see the email and sign until Monday, and then receive a reminder after signing.

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  • Guest
    May 8, 2025

    Great idea. I check scheduled emails manually but would be harder with a larger portfolio of clients to do this routinely :-)