How to send reminders to validators or signatories?

Modified on Tue, 13 Aug at 4:27 PM

Each validator/signatory included in a workflow is notified by e-mail in the order defined within the workflow process. People are therefore only notified once the previous person in the workflow has validated/signed the document.


If a validator/signatory fails to validate/sign, you can send reminders.


In this article, learn:


How to send reminders from a contract


The entire contractualization process can be traced from the Workflow activity feed of the contract. 

To relaunch a user, simply click on the dedicated button Relaunch validators / Relaunch signatories.




How to send reminders from the Project tab


By accessing the "Current projects" section from the home page, you can view all documents for which action is pending on the part of other users. 


To send a reminder to a user, click on "Send reminder to X" on the line corresponding to the desired document.


By default, this column does not appear. To make it appear, click on the 3 dots at the top right of the page, then select the column entitled "Actions".


Learn more on how to personalize the columns in the dedicated article.







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