Reminders
Reminders are a subset of notifications and can therefore be configured in the Notifications tab of the center application.
Reminder-type notifications can be identified by the fact that their label begins with the word "Reminder". Reminders allow participants to be notified that they have a pending task to complete in order to move the client file forward. These notifications are only related to participants, so they are exclusively sent through SMS and/or Email channels.
Reminders differ from other notifications by the fact that for a given reminder type, it is possible to define a maximum number of sends as well as the minimum interval between two sends expressed in days.
Batch processes performing eligible reminder sends are scheduled daily at 6am, 12pm and 5pm.
List of reminder-type notification events
| Event | Description |
|---|---|
| REMINDER_IDENTITY | Reminder for identity verification |
| REMINDER_SIGNATURE | Reminder before signature |
| REMINDER_NO_DOCUMENTS | Reminder no documents submission |
| REMINDER_AT_LEAST_ONE_DOCUMENT | Reminder after at least one document submission |
| REMINDER_SIGN_DOCUMENT_DOWNLOAD | Reminder before downloading contracts |
| REMINDER_FINALIZATION | Reminder before finalization |
| REMINDER_AFTER_REOPEN_SIGNATURE | Reminder after reopening for signature |
| REMINDER_AFTER_REOPEN_FOR_DOCUMENTS | Reminder after reopening for documents submission |
| REMINDER_AFTER_REOPEN_FOR_DOCUMENTS_AND_SIGNATURES | Reminder after reopening for documents submission and signature |
| REMINDER_INCOMPLETE_FILE | Reminder for resuming the workflow |