Automate Email Reminders

Written by Chloe Ng · Customer Success Lead

Updated May 6, 2026

💡 Quick Answer

To set a scheduled reminder, open any document in the Invoices, scroll down to Email Logs, and configure the frequency and timing. Reminders are sent automatically via email to recipients who have not yet signed.

If a document is out for signature and no response has come in, scheduled reminders handle the follow-up for you. Instead of chasing clients manually, you can configure automatic email reminders that go out at set intervals until the document is signed.

What are Automated Scheduled Reminders?

Scheduled reminders are automated emails sent to recipients who have not yet signed a document. Once set up, they run in the background and notify the relevant recipients on your chosen schedule, with no manual follow-up required from you.

Reminders can be set on any document type in the Invoice Generator: Invoice, Quotation, or Delivery Order.

How to Set Up a Scheduled Reminder

Log in to your One Good Card dashboard.
Go to Invoices, scroll down to Email logs.
Select Follow-up Settings
Toggle on, and configure your reminder date, time and frequency.
Click Save.

Reminders will be sent automatically to all recipients who have not yet signed, based on the schedule you configured.

Editing or Cancelling a Reminder

To update or stop a scheduled reminder:

Head to Email Logs.
Select ⋮ and click cancel send
To reschedule, head back to the document and click Email.
Select the scheduled time and date and click Save.

Reminders stop automatically once all recipients have signed the document.

Tracking Reminder Status

You can monitor the signing and reminder status of any document directly from the invoices table. This shows:

Which recipients have signed
Which recipients have not yet responded
When the next reminder is scheduled to be sent

This gives you a clear picture of where each document stands without having to follow up manually.

✨ Pro Tips:

Set your first reminder to go out 1 to 2 days after sending, so the document stays top of mind without feeling pushy.
Reminders stop automatically once all parties have signed, so there is no risk of sending unnecessary follow-ups after the document is complete.
Use the tracking view to identify which recipient is holding up the signing process, so you can follow up directly if needed.

Frequently asked questions

Is there a limit to how many reminders can be sent?

Scheduled reminders are limited to 2 per document.

Will reminders stop automatically once the document is signed?

Yes. Once all recipients have signed the document, scheduled reminders stop automatically. No manual cancellation is required.

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