Proof

Send a Manual Reminder to Your Signers – Proof Help Center

To send a manual reminder to signers in Proof, log in, open the desired transaction from the Transactions menu, click Transaction actions, select Send a reminder, optionally add a note and your signature, then choose to send either an email reminder or an SMS reminder by entering a phone number.

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, refer to the relevant documentation on email reminders for organizations.

Send a manual reminder

  1. 1.Log in to your Proof account.
  2. 2.Select Transactions from the navigation menu on the left.
  3. 3.Find the desired transaction and select its name to open it.
  4. 4.Select the Transaction actions button in the top right of the Transaction details.
  5. 5.Select Send a reminder.
  6. 6.Optionally, type a note to the signer in the Note to signer field and your name in the Signature field.
  7. 7.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.

If you are still unsure, contact Proof Support for help.