Add Expiry to Documents & Contracts
Document Expiry – a new capability that let's you add expiry date to your Documents post which the receivers will not be able to sign the document.
How It Works?
Enable document expiration globally (at the location level) or per document – control where and when it applies. The expiry setting is off by default.
Set Expiry in Days:
Simply enter the number of days after which a document should expire. The countdown begins from the moment the document is sent, and respects your location’s timezone for accuracy.
Automatic Expiry Handling:
When a document reaches its expiry date - It is automatically marked as Expired. Recipients can no longer sign or fill it. An informative message tells them to contact the sender for next steps.
Dashboard view:
“Expires In” column and expired status in document list view.
Expiry information is displayed on the document view, so signers know exactly how long they have.
Warning Notifications Built-In:
Enable optional email & in-app reminders for recipients 1 day before expiry. This is configurable globally or at the document level.
Customizable Reminder Emails
: Admins can fully customize the subject line and content of expiry reminder emails, maintaining your brand’s voice and tone.
Add Expiry to Documents & Contracts
Document Expiry – a new capability that let's you add expiry date to your Documents post which the receivers will not be able to sign the document.
How It Works?
Enable document expiration globally (at the location level) or per document – control where and when it applies. The expiry setting is off by default.
Set Expiry in Days:
Simply enter the number of days after which a document should expire. The countdown begins from the moment the document is sent, and respects your location’s timezone for accuracy.
Automatic Expiry Handling:
When a document reaches its expiry date - It is automatically marked as Expired. Recipients can no longer sign or fill it. An informative message tells them to contact the sender for next steps.
Dashboard view:
“Expires In” column and expired status in document list view.
Expiry information is displayed on the document view, so signers know exactly how long they have.
Warning Notifications Built-In:
Enable optional email & in-app reminders for recipients 1 day before expiry. This is configurable globally or at the document level.
Customizable Reminder Emails
: Admins can fully customize the subject line and content of expiry reminder emails, maintaining your brand’s voice and tone.