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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