Automatic signature resends with SESAR

How to configure automatic signature reminders ?

Automatic signature resends let SESAR follow up with a recipient who has not signed after the delay you have chosen. The resend is identical to a manual resend performed from the signature tracking page, but it goes out on its own. This article explains how an administrator turns the feature on for the whole company, and how each user can set their own frequency.

Prerequisites

Step 1: Turn on automatic resends for the company

This part is for account administrators.

  1. Log in to the Secure Exchanges online portal.
  2. Open the "SESAR status" page.
  3. Find the "Automatic signature resends" section.
Note: If you need help, see How do I log in to the online portal?
Note: The frequency you set here is the default value applied to users holding a Pro licence. Each Pro user can also turn resends on themselves from My account, independently of the company, with the frequency of their choice.

Step 2: Set the delay and the number of resends

Still in the "Automatic signature resends" section:

  1. In the "Resend if not signed after" field, enter the number of days. The allowed value is between 1 and 30 days.
  2. In the "At most" field, enter the maximum number of automatic resends per sending. The allowed value is between 1 and 5.
  3. Click "Save".
Note: Once the limit is reached for a document, only a manual resend from the signature tracking page starts a new cycle. The procedure is described in How do I return a document for signature?.

Step 3: Set your own frequency as a user

This part is for each user holding a Pro licence. You can choose your own resend frequency, independently of your company's, even if your company has not turned resends on.

  1. Log in to the Secure Exchanges online portal.
  2. Open the "My account" tab.
  3. Find the "Signature resends" section.
  4. Turn on the "Set my own frequency" switch. The company frequency is displayed just below, for reference.
  5. In the "Resend if not signed after" field, enter the number of days. The value is between 0 and 30 days.

Note: The value 0 turns resends off for your documents.
Note: Up to 5 automatic resends per sending. Once the limit is reached, only a manual resend from the signature tracking page starts a new cycle.

Troubleshooting

  • A recipient is never followed up: check that the sender holds a Pro licence, since only those sendings are eligible.
  • The document stopped being followed up: the automatic resend limit has been reached. Perform a manual resend from the signature tracking page to start a new cycle, as explained in How can I track the documents I've sent for signature?.

Need help?

Our team is available to assist you. Write to us at support@secure-exchanges.com