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Created by Aziz
Created on Aug 19, 2024

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document.

It is essential to implement a reminder function.

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    Rob Millen
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    Aug 30, 2024

    Hi Aziz, thanks for submitting this. The workflow templates allow for automated reminders at an interval that you can control. Are you asking for the ability to manually chase?

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