Add Expiry to Documents & Contracts
What’s New?
Document Expiry – a new capability that lets you add an 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 the 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 customise the subject line and content of expiry reminder emails, maintaining your brand’s voice and tone.
Why We Built This?
Teams – especially legal, HR, and compliance – rely on timely execution of documents. But until now, there was no way to enforce a deadline, remind signers, or manage expirations. This update solves that by letting you:
- Prevent stale or outdated contracts from being signed
- Create urgency and accountability with recipients
- Maintain compliance and control over sensitive agreements