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.

Update the expiration date on a sent out document from the document action menu

  1. Go to the active document.

  2. Click on the document settings tab.

  3. Change the date and/or time by clicking on the calendar symbol, and if an email should go out to the recipient.

  4. Press "Save".

  5. 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?

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