This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Install and configure the Bot to automate reminders for important documents that require particular action.
How to set up
When does the Bot work by default:
Add the bot depending on your needs as described in this article. You may install this bot between the steps or using All bots section.
Find the Send custom reminder bot in the list of bots and click Install bot.
Action settings:
Add recipients the reminder should be sent to. It can be both the initial recipients of the documents or any other ones.
Edit the default reminder message if needed or feel free to create your own text.
Decide whether the link to view the document should be attached to the email or not.
If the document you are sending a reminder for requires immediate action, attaching a link to view the it in the email can make it more convenient for recipients to access and complete the document.
4.Decide when you want the reminders to be sent:
- On delay — if the documents are not completed after some time
- On schedule — set the date and time for when the reminders will be sent
- On exact day — set the exact date and time for when the reminders will be sent.
Specify the interval between each new reminder.
Decide when it’s best to stop sending reminders:
Never (if you don’t want to stop sending reminders)
On exact date (if you want the bot to stop sending reminders on an exact date)
After number of repeats (the bot will stop sending reminders once the limit you indicated has been reached).
When sending reminders on schedule, customize the following:
- Select month(s), days of the month, and days of the week
- Choose a time and the time zone
- Adjust the time interval between the reminders (depending on what you set previously):
- Never (if you don’t want to stop sending reminders)
- On exact date (if you want the bot to stop sending reminders on an exact date)
- After number of repeats (the bot will stop sending reminders once the limit you indicated has been reached).
Conditions:
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings:
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.