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Add Expiry to Documents & Contracts

April 22, 2025/in What's New? Dashboard, 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.

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  • 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.

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  • 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.

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  • Dashboard view: “Expires In” column and expired status in the document list view.

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  • 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.

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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  • Prevent stale or outdated contracts from being signed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
https://clixio.io/wp-content/uploads/2025/04/6d84cdd20ade0fb4eb69a47e28c55376-scaled.png 907 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-04-22 22:50:002025-04-22 22:50:00Add Expiry to Documents & Contracts

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