Workflows & automation
Reminders for unsigned documents
Remind customers to sign a custom document you sent — first after a few hours, then every so often, by email, text or both — for every document or just one.
- 2 min read
- Checked against MoveBoard
- For owners & admins
On this page
When you send a customer a custom document to sign — a damage waiver, a stairs release — MoveBoard can remind them until they sign it.
Who gets reminded
Only customers you sent the document to: from the order by the office, or by a workflow's Send a document to sign step. A document that's only signed on the bill of lading with the crew is never chased by reminders. A signed document is never reminded.
Reminders never go between 9 PM and 8 AM on the customer's clock.
Set the reminders for every document
- Open Settings › Documents & bill of lading › Custom documents.
- At the top, switch on Reminders for every document.
- Fill in: - First reminder after (hours) — this long after the document was sent. - Then every (hours) — each next one this long after the last. - Up to (times) — at most 10. - Remind by — Email, Text or Both. - Email template / text template — the default message, or one of your templates. The signing link is added if your template doesn't carry it.
- Press Save reminders.
The card says it back in a line, for example First 24 h after sending, then every 24 h, up to 2 times, by email.
New companies start with reminders off: Off: documents that follow these reminders are not reminded.
Give one document its own reminders
- Open the document.
- In Reminder when it is not signed, change Which reminders from The company's reminders to Its own reminders.
- Set the same fields for this document, and save the document.
What happens next
- Each reminder is a message on the order, like any email or text you send.
- Sending the same document again starts the reminders over.
- Once the customer signs, the reminders stop and the signed copy is filed on the order.
Related guides
- Workflows & automationDo: the steps a workflow takesEvery step a workflow can take — emails, texts, the deposit and inventory links, documents to sign, tasks, a note to a teammate, a status change, a flag, a sales rep — and what each one checks before it acts.
- Customer portalDocuments customers sign onlineCustom documents you send a customer to sign — how they open and sign them from their link or the portal's Documents, and where the signed copy goes.
- Workflows & automationWorkflows: when every message goes outHow MoveBoard decides when each email, text, document and task goes out — one plain sentence per workflow, When · Wait · Only if · Do — and where to find them.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.