Automated email reminders

Send automatic email reminders when it's the counterparty's turn to act.

Lauren Hallden avatar
Written by Lauren Hallden
Updated over a week ago

You can control whether agreement recipients get automatic email reminders from Common Paper when it's their turn to act. You can also re-send the last email from Common Paper whenever you like.

Automatic reminders

If turned on, counterparties (and all email addresses included in an agreement's "Keep informed" list) will receive an email 3 days after:

  • receiving an agreement

  • receiving a proposed change to an agreement

  • receiving a request to sign an agreement

You can change the 3-day cadence to any number of days you want. Reminders will be sent for 15 days total.

Setting automatic reminders

You can turn automatic email reminders on in your Organization Settings. This will be applied automatically to all new agreements sent by your organization.

The automatic settings section in your Organization Settings.

You may override your organization's default on individual agreements. This option can be found in the Settings section at the end of each new agreement.

Editing automatic reminders

On each agreement's history page, senders have the option to toggle automatic reminders on and off.

Toggle reminders on and off from the agreement history page, under Status.

Recipient opt-out

Counterparties are given an option to opt out of continuing to receive email reminders. This applies only to automatic reminders, not to expiration notifications, status changes, or to manual reminders sent by users in your organization. It also applies to the current agreement only, and not to any future agreements sent to the same email.

Manual reminders

Also on an agreement's history page, senders have the option to resend the last email from Common Paper.

User roles

Admin users can toggle reminders on and off and send manual reminders for all existing agreements. Standard users can toggle reminders and send manual reminders for their agreements only.

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