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Set Expiry for Unsigned Signable Documents

Control how long sent documents remain accessible for signing by setting an expiry period in document templates. If a document remains unsigned beyond the defined number of days, access is automatically removed, helping ensure outdated agreements are no longer available for signing.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Document Templates as shown in the screenshot below.

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Step 2: Click the pencil icon corresponding to the document template for which you want to enable the “Expire if unsigned” setting.  

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Step 3: Click the Advanced Settings option. 

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Step 4: Click the Permissions & Access option to expand its details.
  
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Step 5: Check the Expire if unsigned checkbox.

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Step 6: Enter the number of days after which the document should expire if not signed.
  
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Step 7: Click the Update button to save your changes.

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