You can send document reminders from within the recipients list. Before accessing the recipients list, you'll navigate past the document progress bar.
Follow the steps below to view document progress and/or send reminders:
- Navigate to Admin > Documents
- Select the Review tab, and then select a document
- You should now see a Progress bar with a count of users who have completed the document
- Select View recipients to open a pop-up window with the list of users who received the document
- Use the checkboxes within the pop-up window to select which users to remind
- Use the Send reminder button to notify the selected users
Selected users will receive an email notification reminding them to complete the action to read and acknowledge or sign the document in Lattice. Here's an example of that notification: