The intended audience for this article is Agents and Insureds/End Customers.
You can send recurring reminders when you share a form, assign questions, or request a signature. Reminders help collaborators stay on track by sending them a task list of everything they still need to complete. Reminders are turned on by default with a seven day interval.
Manage reminders after sending
If you already shared a form, questions, or signatures, you can manage recurring reminders from several places:
Forms or Signatures page: Select the collaborator avatar summary in the top right
Collaborators page: Select Actions on a collaborator
Task List modal: Select Reminders
How insureds manage reminders
Insureds can manage their own reminders by selecting Recurring Reminders in the left sidebar. On mobile, use the menu icon.
Turn off reminders or change frequency
Once recurring reminders have been turned on, an agent or insured can update the frequency of reminders or turn them off completely from the Reminders modal.
Update the frequency of reminders by changing the days field and selecting Save Reminders.
Turn off recurring reminders for everyone by deselecting the checkbox and then selecting the Turn Off Reminders button.
Check if a reminder was sent
When Wunderite sends an automatic reminder, it creates an activity entry in the respective Risk Profile’s Activity tab. This applies to reminders created on or after December 3, 2025.
When reminders turn off
Recurring reminders stop sending when:
A collaborator completes all assigned tasks
A collaborator unsubscribes using the link in the reminder email, which helps maintain CAN-SPAM compliance
An agent or insured turns off reminders manually
If none of the above conditions are met, recurring reminders automatically stop sending after 120 days have passed.
Note: In November 2025, we updated how reminders work. Instead of sending reminders from individual forms or signature requests, reminders now come from each collaborator’s task list. Collaborators receive one consolidated reminder email that includes all outstanding tasks. As part of this change, the recurring reminder options that used to appear on forms and signatures have moved to the task list.
For all other questions contact your Customer Success Manager or email [email protected].
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