Audience: Organizations
The short answer: To send a manual reminder, open the transaction in Proof, select Transaction actions, and select Send a reminder.
If you want information about automatic email reminders, read Email reminders for organizations.
Send a manual reminder
Log in to your Proof account to complete the steps below.
Review Search for a transaction for instructions on searching and filtering transactions.
- Select Transactions from the navigation menu on the left.
- Find the desired transaction and select its name to open it.
- Select the Transaction actions button in the top right of Transaction details.
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Select Send a reminder.
- Optionally, type a note to the signer in the Note to signer field and your name in the Signature field.
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Select Send reminder email to send an email reminder, or enter a phone number and select Send SMS reminder to send a text message.
Summary Checklist
- Find the incomplete transaction in Proof and select its name to open it.
- Transaction actions → Send a reminder.
- Add an optional note and your name in the Signature field.
- Select Send reminder email or enter a phone number and select Send SMS reminder.
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Still unsure? Contact Proof Support for help.
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