Are reminders enabled by default?

Yes, opt-out: with no settings, an organization receives the default reminders (session reminders at D-7 and D-1, recurring reminders every 3 days). You can disable them or adjust the cadence.

Does a reminder fire every day?

No. For signatures and questionnaires, you choose 'once at D+N' or 'recurring every N days'. Reminders therefore no longer repeat daily once the threshold has passed.

Can I disable reminders for a specific session?

Reminder settings are organization-wide. If you need to stop reminders for a specific session, disable the relevant reminder type temporarily and re-enable it after.

Where can I see which reminders were sent?

In the email log (Settings → Emails → History). Filter by type 'reminder' to see all sent reminders with their delivery status.

Automatic reminders

Enable and tune the session reminders, signature reminders and questionnaire reminders sent automatically, tier by tier.

Updated on June 14, 2026 Read: 4 min

Certeef sends automatic reminders on behalf of your organization via a daily scheduled task. You stay in control of their activation and cadence.

Prerequisites

Admin role.

1. The three reminder types

Session reminders : sent to invited and confirmed learners ahead of upcoming sessions, at one or more tiers (e.g. D-7 and D-1).
Signature reminders : sent to signers of a document request still pending.
Questionnaire reminders : sent to survey recipients who haven’t responded yet.

2. Tune reminders

In Settings → Emails → Settings, configure each reminder:

Session reminders : enable and set the tiers as chips (e.g. “7, 1” for D-7 and D-1). Add as many tiers as needed.
Signature reminders : choose once at D+N (single reminder N days after sending) or recurring every N days.
Questionnaire reminders : same options as signature reminders.

Default values apply until you configure anything (opt-out model).

Tip: for session reminders, D-7 + D-1 is a good default, it gives learners time to prepare without over-communicating.

Important: reminders are sent by the daily scheduled task. A change to settings takes effect the following day.

3. Customize reminder content

The content of reminder emails uses the same template system as other emails. Customize each template in Email log and templates.

What’s next?

Email log and templates : customize the content of reminder emails.
Satisfaction surveys : configure automatic survey sending after sessions.

Frequently asked questions

Are reminders enabled by default?: Yes, opt-out: with no settings, an organization receives the default reminders (session reminders at D-7 and D-1, recurring reminders every 3 days). You can disable them or adjust the cadence.
Does a reminder fire every day?: No. For signatures and questionnaires, you choose 'once at D+N' or 'recurring every N days'. Reminders therefore no longer repeat daily once the threshold has passed.
Can I disable reminders for a specific session?: Reminder settings are organization-wide. If you need to stop reminders for a specific session, disable the relevant reminder type temporarily and re-enable it after.
Where can I see which reminders were sent?: In the email log (Settings → Emails → History). Filter by type 'reminder' to see all sent reminders with their delivery status.