How do we remind clients to sign documents?
Northern Commerce commented
Perfect, this seems to be working correctly now. Thank you!
Jessica Wong commented
Reminders should now be available. You can click on the checkbox on the left hand side of the document on the file list, which should show you a list of actions you can take on the document. Click on the "Reminder" action to view your existing reminders, delete your reminder, or add another reminder.
You can find more information here: https://helpx.adobe.com/document-cloud/help/send-for-signature.html in the "Track agreements Sent for Signature section.
Thank you for your feedback. We are sorry for the inconvenience this has caused.
Brian Levitch commented
There is no Reminders button or box once you check the box next to the file. All you get is "Cancel" "Notes" and "Download Audit Report". Adobes response was incorrect and there is still no way to send a reminder.
Here's something to remind Adobe about: I am also seeing a ton of copy/paste responses from Adobe, from different customer service reps, all copying/pasting the same text in response to forum questions.. "We appreciate all the feedback in this forum, it was through this forum that the idea to integrate our services was incubated and developed. And while we don’t always get it perfect out of the gate, we do appreciate the feedback and hope you will continue to help us improve our products and services..." etc. Not cool Adobe. Give us direct specific answers. We are not copy paste creatures, we asked direct specific questions and want answers to those questions.
Northern Commerce commented
This is not an option. After clicking the checkbox I can see the context board you refer to on the right hand side; however, the only options are "cancel", "notes", and "download audit report". I even re-sent the document and chose the option to send weekly reminders.
Dean Harmon commented
From the "For Signatures" (or recent or search) if you hover over the row for the document there is a checkbox that appears. Selecting that checkbox shows a context board on the right hand side. From here, there is an option for reminders, just like there was in right hand side of the manage page.
Yatin Batra commented
To set the reminder, you need to click on the individual document under the For Signature tab.
We appreciate all the feedback in this forum, it was through this forum that the idea to integrate our services was incubated and developed. And while we don’t always get it perfect out of the gate, we do appreciate the feedback and hope you will continue to help us improve our products and services.
With that said, this new release gave us the opportunity to step back and look at all the document related activities that our customers are performing - e-signing, reviewing and sharing documents. We have redesigned the new Document Cloud user interface to deliver a single web destination for managing all these document related activities. Moreover the same interface and experiences are also available from Adobe Acrobat DC and Acrobat Reader Mobile to allow you to access your documents and activities from any screen.
All the Adobe Sign functionality that you are used to is still available within this new unified user experience and all of your data is also still accessible from the new User experience. We do acknowledge that any change is difficult but rest assured that the change was made with an eye towards providing more functionality to you for your document needs in the future and surfacing more of your document activities front-and-center in the UI, capabilities that you already have access to.
Once again we appreciate all the feedback and hope that your will join us in this journey that we have embarked on to provide you with the next generation experiences around documents.
Please refer the following link to get further details on how to manage and track your documents in the Document Cloud web application: https://helpx.adobe.com/document-cloud/help/send-for-signature.html
Yatin Batra | Adobe