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Participant
October 26, 2017
Answered

Send Reminder feature from Opportunity Page is sending numerous reminders to contact

  • October 26, 2017
  • 1 reply
  • 731 views

Several users on our team have agreements out for signature. When they navigate in Salesforce to the opportunity page and click "Send Reminder" on the created Adobe Sign agreement the contract recipient is sent dozens of reminders back to back. This is very frustrating and any help in resolving this would be helpful.

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Correct answer SimonATS

As this requires a look at affected agreements, it would be best to open a support case for this.

A SFDC user can also use the Manage agreements tab in SFDC, to find the agreement they want to set a reminder on. with the manage tab open, select the agreement and click the reminder tab on the right and setup the reminder as required.

1 reply

SimonATSCorrect answer
Legend
October 31, 2017

As this requires a look at affected agreements, it would be best to open a support case for this.

A SFDC user can also use the Manage agreements tab in SFDC, to find the agreement they want to set a reminder on. with the manage tab open, select the agreement and click the reminder tab on the right and setup the reminder as required.

Participant
October 31, 2017

It is very difficult to find out how to open a case related to Adobe Sign. Where do I do that?

Legend
October 31, 2017

login your adobe sign account directly via https://secure.echosign.com/public/login

once logged in, check the upper right corner of the page and click the question mark icon.

There's also a shortcut in the adobe Sign admin tab within SFDC (bottom right area), but this may just ask you to login the above link anyways.

if you've never logged in this way, use the forgot password option on the login link to set your password.