Has the document passed the expiration date? Do you want to have more time for the signer to sign the document?

You can update the expiration date of all of your sent-out documents in our web app. You can do that from either the dealboard if it's a sales document or in the document summary.

How to update the expiration date on a sent document

Go to the active document.
Click on the document settings tab.
Change the date and/or time by clicking on the calendar symbol, and if an email should go out to the recipient.
Press "Save".
Done!

You can also click on the calendar symbol in the above menu right below the document menu.

Psst!

Did you know that you also can update the expiration date from our mobile app?

How to preview a sent document

Creating a document: How to set up the expiration date

How to update the expiration date on a sent document in the Mobile App

How to change the deal value on a sent document

Document Management: Preview, Edit expiration, Adjust Values, Set Reminders (E-sign plan)