> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/how-to-reminders-and-expirations.md).

# How To: Reminders and Expirations

Efficiently managing the signature lifecycle requires timely communication. S-Sign automates this through a background notification system that handles reminders and document expirations. Follow the steps below to configure and customize these notifications.

### Step 1: Enable the Notifications Engine

The first step is to activate the background process that handles all automated outreach.

1. Navigate to the S-Sign Setup page.
2. Locate the [S-Sign Configurations](https://help.sdocs.com/s-sign/~/revisions/uR86Dk1dWvFjGvQPZraW/automation-and-envelope-lifecycle/automate-post-signing-actions/s-sign-notifications-setup) section.
3. Toggle on Enable Notifications.

#### What happens next?

Once enabled, S-Sign schedules the "S-Sign Notifications Job" (an Apex Batch job) to run every hour. During each run, the system will:

* Audit Active Requests: Scan all pending S-Sign envelopes.
* Send Reminders: Dispatch emails to the current signer if they haven't signed within your specified timeframe.
* Process Expirations: Identify requests that have passed their deadline, expire them, and notify relevant parties.

{% hint style="warning" %}
💡 Technical Note (S-Sign 12.0+): > You can now adjust the Notifications Batch Size on the setup page. Tuning this value can help you stay within Salesforce governor limits and simplifies debugging in high-volume environments.
{% endhint %}

### Step 2: Configure Template-Level Settings

After enabling the engine, you must define the "when" for each specific document type.

1. Open your S-Sign PDF template and navigate to [S-Sign Notification Settings](https://help.sdocs.com/s-sign/~/revisions/jiKYNzFm8hXJ0nv5KlNT/automation-and-envelope-lifecycle/automate-post-signing-actions/s-sign-notifications-setup).
2. Enter values for the "Number of days" options.

The Trigger: Only S-Sign Envelope Documents generated from templates with these values populated will be processed by the hourly batch job.

### Step 3: Customize Your Notification Emails

While S-Sign provides professional default templates for reminders and expirations, you can create your own to match your brand's voice and formatting requirements.

* Build Your Own: Use the [Custom S-Sign Email Notification Guide](https://help.sdocs.com/s-sign/~/revisions/uR86Dk1dWvFjGvQPZraW/automation-and-envelope-lifecycle/automate-post-signing-actions/s-sign-notifications-settings) to create email templates that pull specific data from the signature process.
* Assign the Templates: Once your custom email templates are ready, return to the S-Sign Notification Settings within your main PDF template and map them to the appropriate fields.

{% hint style="info" %}
🏆 Pro Tip for Admins:

When assigning custom templates, use the Template Name (text) rather than the Record ID. This ensures a much smoother deployment process when moving configurations between Sandbox and Production environments.
{% endhint %}

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