E-signature Documents attached to Programs are emailed to signers automatically after enrollment. If a Document goes unsigned, Enrollsy sends automatic reminders, and you can also follow up yourself by email or text.
How Automatic Reminders Work
Automatic reminders apply to E-signature Documents only, not Required Documents.
The signer gets the first E-signature request by email
If the Document is still unsigned, a reminder goes out 3 days after the first request
A final reminder goes out 7 days after the first request
After 7 days, no more reminders are sent automatically. You can still send manual reminders
Documents With Multiple Signers
The second signer won't get the Document until the first signer has signed it
If the Document has multiple signers but the Account has only one Account Holder, that Account Holder has to fill out and sign the Document once for each signer. For example, with two signers they'll sign twice
Send a Manual Reminder
You can send a manual reminder from the Notification Center or the Documents tab. Either way, the Account Holder gets a new E-signature request email.
NOTE: Only the most recent E-signature request email will work, and you can send a reminder only once per hour.
Manual Reminder — Notification Center
Before you can use the Notification Center, you'll need to set up two things:
To send a reminder:
Click the bell icon in the upper-right corner to open the Notification Center
Click Documents to see who hasn't signed an E-signature Document yet
Click Send Reminder next to the Document
Manual Reminder — Documents Tab
Go to Enrollees > Documents
Hover over an unsigned Document and click the Remind button (bell icon)
Click Remind to send the reminder email
Follow Up by Text or Email
You can also message Account Holders from Enrollees > Documents. These messages don't send a new E-signature request. They're a personal nudge to go sign.
Send a Text Message
On the left, select the Accounts you want to text
Click the SMS icon
A window opens with the Account Holders' names and, at the top, how many recipients have a cell phone number
A phone icon marks any Primary Account Holder who has no cell phone number. To add one, click the Enrollee's name on the left, then click the Account Holder's name at the top
Type your message in the box below the names and click Send
NOTE: Bulk text messages can be at most 160 characters. This limit can't be changed.
Send an Email From Your Email Provider
On the left, select the Accounts you want to email
Click the Email icon (envelope)
Choose to copy just the Primary Account Holder emails, or both Primary and Secondary emails. They're copied to your clipboard
Paste the emails into your email provider, like Gmail or Outlook, and send your message