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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

Adjust reminder settings

Reminders can help taxpayers remember to fill out their organizer, upload documents, and sign documents. These can be sent and adjusted in a few ways.
An Administrator on your account can adjust the default setting for reminders.
Processing
Adjust the reminder setting prior to delivery by following these steps.
  1. Go to the
    Delivery Options
     section during processing.
  2. Go to the
    Reminders
     section.
  3. Select
    Send Gather Reminder
     to turn on or turn off signing reminders.
  4. Use the
    Send Reminder every..
     dropdown to select the period of time between each automatic reminder.
Delivered
You can send a single reminder or adjust the reminder settings for delivered
Gather
 requests.
Send One-off Reminders
  1. Go to the
    Delivered
     dashboard.
  2. Locate the request and select the
    More Action Items (...)
     icon.
  3. Select the
    Send Reminder
     button.
  4. Go to the
    Send Reminder Now
     tab.
  5. Mark the checkbox for
    Gather Reminder
    .
  6. Select
    Send
     to deliver the reminders.
Adjust Automatic Reminder Settings
  1. Go to the
    Delivered
     dashboard.
  2. Locate the request and select the
    More Actions(...)
     icon.
  3. Select
    Send Reminder
    .
  4. Go to the
    Schedule Automated Reminder
     tab.
  5. Select
    Gather Reminder
     to turn on or turn off signing reminders.
  6. Use the
    Send a reminder every. . .
     dropdown to select how often signing reminders are sent to the client.
  7. Select
    Save
     to save any changes made.
note
Utilize the
Send Reminder
 bulk action option to send or adjust reminder settings for multiple requests. This feature only shows the firm-wide default reminder settings. To confirm the individual settings, use the
Action
 menu.

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