Reminders & Notifications - Super Admin

If you're a Sertifi Super Admin for your portal, you can update and create reminders and notifications for your signers.

You can access these account settings through the portal by clicking Administration > Account Settings > Reminders & Notifications.

default reminders and notifications

Only users with Super Admin status can make changes to any of these portal settings.

Setting Reminders & Notifications

You can send automatic reminders to your signers to remind them to sign your documents so many days after the document is created, before the document expires, or before a payment is due. To create a reminder:

  1. Navigate to Administration > Account Settings > Reminders & Notifications.
  2. Click Add Rule. The Add New Rule popup opens.

    3. add reminder rule

  1. Enter the number of days you want to send a notification, and pick your condition.
  2. Click Add.