Automatic reminders help you stay on top of pending requests (for documents or information). Once you set a schedule, the system automatically sends reminder emails or SMS messages to clients who haven’t completed their tasks.

What are automatic reminders?

Yes. You can fully customize the reminder email and SMS body using personalization variables (like client name or due date).

On Professional and Business plans, reminders use your branded email setup and custom templates for a fully on-brand experience.

Can I customize the reminder message?

You can create templates and choose a schedule you want us to follow when you send out a request. For example, send a reminder 3 days after the request is sent, or a specific number of days before the due date.

Also, once a client completes the request, uploads documents, or marks it done, reminders automatically stop.

How often are reminders sent?

Yes. Each reminder is logged in your activity history, so you can see when messages were sent.

Automated reminders

Keep your requests top-of-mind with automatic reminders. We'll chase your clients for you.

Trusted by businesses like yours

Make every message sound like you.

Customize your email and SMS reminder messages, add personalization with dynamic variables, and set the tone for every interaction.

Document collection on autopilot.

Automate your follow-ups. Set a schedule once, and we’ll send reminders for you. Get documents back faster with 30% quicker turnaround times.

Personalize your follow-ups.

Craft the perfect personalized reminders with proven templates. Use a request's data to personalize emails with your client's name, a checklist outline, the request's title, due date, and more.

Personalize your follow-ups.

Craft the perfect personalized reminders with proven templates. Use a request's data to personalize emails with your client's name, a checklist outline, the request's title, due date, and more.

Email, and SMS too.

If needed, use text messages along with email when requesting documents or when sending reminders. Use a multi-channel approach to reach your clients where they are.

Boost productivity.

Make requesting documents effortless. Automate follow-ups and watch clients submit documents up to 80% faster.

Boost productivity.

Make requesting documents effortless. Automate follow-ups and watch clients submit documents up to 80% faster.

Everything your business needs.

Email white labeling

Custom branding

Reminder templates

Automatically move a project along with the right content.

OkaySend simplifies the process of collecting documents and files from clients with itemized checklists and automatic follow-ups.

Your questions and concerns.

Have more questions?

What are automatic reminders?

Can I customize the reminder message?

How often are reminders sent?

Can I track when reminders were sent?