If a transaction you sent has not been completed, you can send a reminder email to your signer by following the process below.
If you want information about automatic email reminders, read Automatic Email Reminders to Business Signers.
Who can do this
Any user in your organization with an owner, admin, team member, and sender role can perform the action below.
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.
- Click Send & manage or My closings from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Find the desired transaction and click the name to open it.
- Click Transaction actions button in the top right of Transaction details.
- Select Resend transaction.
- Type a note to the signer and your name in the Signature field, if prompted.
- Click Resend email to send an email or Resend SMS to send a text message to the phone number.