cindy | Posts: 380

Reminder Schedule Default Value and Configuration

0 votes
We know it is possible to configure the Reminder Schedule (days until first reminder, days between reminders, number of repetitions) at the package/transaction level after the package/transaction is created, using API before 11.16, both API and UI after. What we try to find out is whether it is possible to configure these Reminder Schedule values at account level, also what the default system values are. We have tried to configure the template, but these values seems not being applied to the new package/transaction created from the template. The version tested is 11.13. Thanks.

Approved Answer
Duo_Liang | Posts: 3776

Reply to: Reminder Schedule Default Value and Configuration

0 votes
Hi Cindy, First, reminder default settings were not an account level setting, so I'm afraid it's not a doable workaround for your scenario. In latest SaaS environment, reminders can be applied to new packages created from Templates. And after checking our production backlog, I found that "Package and template to inherit Web Reminder settings" was only implemented after 11.18. So it's possible that in 11.13 version, inheriting reminder was not a built-in function for POST /api/packages/{packageId}/clone call or "create package Use Template" use case in web portal. I will test on an on-prem environment with 11.13 version and confirm this to you tmr. Just for my information, this was for ad-hoc users, right? Because for integrated application, you can work it around by calling POST /api/packages/{packageId}/reminders to setup reminders in separate calls. Hope this could help! Duo

cindy | Posts: 380

Reply to: Reminder Schedule Default Value and Configuration

0 votes
Thank Duo Liang for the quick reply, the information you provided is very clear and helpful. You are right, this is for ad hoc users who use the Web UI to access esignlive, so cannot be applied to packages one by one in 11.13. And one more question about the default setting, can you let us know what the reminder schedule default setting is at system level? Can this be configured and how? Thanks.

Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off