In today’s fast-paced business environment, timely execution of documents is not just a best practice, it is a necessity. The Document Expiry feature allows senders to assign an expiration date to their documents, so recipients can no longer sign or fill out the document once the expiry date is reached. This ensures that outdated or stale contracts are not processed beyond relevance, helping teams enforce deadlines and maintain operational control. Read on to learn how to configure this valuable tool for your documents.
How It Works #
You can enable Document Expiry for all documents or configure it on a per-document basis. This flexibility allows you to control where and when the expiry settings apply, depending on your organizational needs. By default, expiry is turned off until you choose to activate it.
Applying Global Expiration #
To enable Document Expiry for all documents, first navigate to the Documents & Contracts settings within the Payments tab. Next, open the Document Settings window and scroll to the Expiration Settings screen.
Begin by enabling the feature by toggling the switch to the ON position. Then enter the number of days the system should wait before a document is considered stale, and choose whether to send an email notification to signers one day before expiration. Once you are satisfied with your settings, click Save to apply your changes to all new documents.
Setting Expiration for Individual Documents #
Setting an expiration date for an individual document is straightforward. First, locate the document in the list, then click its name to open the document editor. Within the editor, click the three-dot actions menu located in the upper right-hand section and select the Add Expiry option from the dropdown. Similar to the global expiration settings, enable the feature, enter the number of days after which the document should expire, then click Apply to retain your changes.
By incorporating expiration settings into your document processes, you empower your team to stay ahead of deadlines and maintain greater control over critical agreements. Start using Document Expiry today to streamline your operations and reduce the risk of outdated documentation.
Important Notes #
- Once a document reaches its expiration date, it is automatically marked as Expired. Recipients are prevented from taking further action and are shown an informative message prompting them to contact the sender for next steps, which helps eliminate confusion and ensures accountability.
- You can customize the subject line and content of reminder emails in the Documents & Contracts Settings to align with your brand’s voice and tone, ensuring a seamless and professional experience for recipients.
- The countdown begins as soon as the document is sent, and it respects your location’s time zone for precision.
Frequently Asked Questions #
What does the Document Expiry feature do? #
It assigns an expiration date to a document so recipients can no longer sign or fill it out once that date is reached, preventing stale contracts from being processed.
Can I set expiry for all documents at once? #
Yes. In the Documents & Contracts settings under the Payments tab, open Document Settings, go to Expiration Settings, toggle the feature on, set the number of days, and click Save to apply it to all new documents.
How do I set an expiration date for just one document? #
Open the document in the editor, click the three-dot actions menu in the upper right, select Add Expiry, enable the feature, enter the number of days, and click Apply.
Can signers be warned before a document expires? #
Yes. You can choose to send an email notification to signers one day before the document expires.
What do recipients see after a document expires? #
The document is automatically marked as Expired, and recipients are blocked from further action and shown a message prompting them to contact the sender for next steps.
When does the expiration countdown start? #
The countdown begins as soon as the document is sent, and it respects your location’s time zone for precise timing.
