Set automatic reminders

You can program automatic reminders for a participant. This can only be done if you have set an initial invitation email for this participant. To do so, the schedule array, which first value represents the initial invitation email, must be completed with other values, expressed in hours, representing the automatic reminders. In the following request to POST /v1/transactions/{transaction_id}/participants, the participant will receive his initial invitation as soon as his action is open (0), and if he hasn’t signed within 48 hours after receiving the invitation (48), he will receive a reminder email, and another one 72 hours later after the latest reminder (72):

curl \
-d \
-d schedule=[0,48,72]

Note that there must be a minimum of 24 hours between each automatic sending. It is possible to send a reminder manually via the web application.

Add a custom message to automatic reminders

You can customize the subject of the reminder email and add a custom message for each participant. To do so, send a request to POST /v1/transactions/{transaction_id}/participants as follows:

curl \
-d \
-d reminder_subject=SampleSubject \
-d reminder_message=<?xml version="1.0" encoding="UTF-8"?>
<p>This is a kind reminder to sign the contract <i>Lorem Ipsum</i>.</br>
<u>As a reminder of the shared elements</u>:</p>
<li>Element 1</li>
<li>Element 2</li>
<li>Element 3</li>
<u>Thank you for</u>:
<ul> <li>Reminder 1</li>
<li>Reminder 2</li>
<b>Please sign the contract before the end of week</b>

The invitation subject value is limited to 100 characters and the invitation message to 1000 characters.

The email message should be in a valid XHTML format. We support the following tags (without attributes):

  • “b”, “strong”: bold style
  • “i”, “em” : italic style
  • “u” : underlined style
  • “ul”, “ol”, “li” : unordered and ordered list
  • “p” : paragraph
  • “br” : line break

Note that adding a custom message and setting the invitation sending must be done before the participant has performed his/her action.

Add signed documents message
Send manual reminders
Developer tools
API reference