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A reminder emails the same personal link for an open request. It does not create a new request or extend its deadline. Owners and administrators can follow up across the organization. Group Managers can follow up within their assigned groups.

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Send a reminder for a single request

Open Requests → By request and find the pending request. You can also open a document on a person’s Documents tab, then find the request under Requests in the Document compliance panel.
  • Click Nudge to send a reminder immediately.
  • Choose Nudge with note… from the adjacent menu to write or replace the note first. Review Preview, then click Send.
A new note replaces the previous note on that request. It appears in the reminder email and on the signing page. The request activity view may label the reminder action Send reminder.

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Send bulk reminders with nudge

  1. Open Requests and search if you want to narrow the audience.
  2. Click Nudge and choose All outstanding, Not viewed, Viewed, or Reminded.
  3. Check To and the request count in the composer.
  4. Add a note if you want to replace the note on every included request. Leave it blank to keep each request’s existing wording.
  5. Review Preview, then click Send.
The chosen reminder scope and search determine the audience. The status tab you are viewing does not set the scope. Check the count before sending. Requests flagged for delivery follow-up are excluded.
When possible, multiple reminders for the same person are grouped into one email. You can also select people on People and use Nudge for their eligible pending requests. On Requests → By person, open a person and use Nudge in the sheet to remind their eligible requests in the current filter, including later pages. Requests that are still sending, and requests flagged for delivery follow-up, are not included. To remind someone about documents in one group, open the group’s People tab and select the person. Nudge at the bottom of Group compliance reminds their eligible pending requests in that group only.

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Set up automatic reminders

Owners and administrators can configure reminders under Settings → Document Requests.
  1. Turn on Enable automatic reminders.
  2. Leave Smart Follow-up on for adaptive timing, or turn it off for a fixed cadence.
  3. For a fixed cadence, choose Every day, 3 days, 5 days, 7 days, or 14 days. Enable Repeat reminders until completed to keep reminding at that interval.
  4. Save the settings.
Automatic reminders run in the morning in your organization’s time zone. They stop when a request is completed, canceled, or expired. When one of a person’s requests is due, other open requests that are already old enough for a reminder go in the same email. A request sent that day is left for a later reminder.

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Smart Follow-up

Smart Follow-up adjusts timing based on whether the request has been viewed. The first reminder is due about 48 hours after sending if the person has not opened the request, or about 24 hours after viewing without completing. Reminders are sent during the daily morning check, not at an exact hour after the event.

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Deadline reminders

For requests with expiry enabled, Smart Follow-up uses deadline reminders in the final week: 7 days, 3 days, 1 day, and the deadline day. Each milestone is sent at most once. Regular viewed/not-viewed reminders pause during that period. Manual reminders also use deadline-focused wording when a request is in its final week.

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Default settings

Check your organization’s settings for its current configuration.

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What happens when a reminder is sent

The request keeps its link, revision, recipient details, and deadline. Activity records the reminder; automatic reminders appear as Reminded (Scheduled). Emails use your organization’s language and time zone. To ask for a fresh signature after a previous completion, use renewal or send a new request instead.

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When reminders are not sent

ClearPolicy skips a request while it needs delivery follow-up. This applies to manual, bulk, automatic, and integration reminders. Other successfully delivered requests for the same person can still receive reminders. Click Review. Use Email is correct — try again, or correct the person’s email and save. See delivery failures. Canceled, expired, and completed requests do not need reminders. Send a new request if someone still needs to sign after an old request was closed.
Last modified on October 5, 2026