📖 Table of contents
When creating a signature request, a template, or a form, you need to enter a due date after which participants will no longer be able to access or sign the documents.
Choose an expiration date
You can easily set the expiration date for your signature requests, templates, or forms during their preparation. To do this, go to the "Date management" section and the "Expiration" subsection during setup. By default, the expiration date is set to 6 months after the creation of the signature request; you can shorten or extend it up to one year.
Two options are available to you:
Choose a validity period (e.g., 6 months)
Choose an exact expiration date .
No worries, you can always edit this date later if needed.
Choose a validity period
Select the "Validity Period" option,
Adjust the timeframe according to your needs between:
Days (maximum 365)
Weeks (maximum 52)
Months (maximum 12)
Decrease or increase your validity period.
Choose a specific expiration date
Select the "Expiration Date" option,
Enter the desired date in the format DD/MM/YYYY or use the calendar by clicking on the 📆 icon.
Once the expiration date has passed, recipients (approvers and signers) will no longer be able to access it: they won't be able to approve or sign the documents.
You can reactivate the signature request once it has expired by clicking on "Reactivate request".
Edit the expiration date
Once you have sent your signature request, you can modify its expiration date at any time:
Go to the Signatures page,
Look for the signature request you want to edit the due date for,
Click on the name of the signature request,
You will then access the details page of the signature request; on the top left, the due date is displayed next to the ⌛️ icon,
Click on the "..." at the top right next to the green button and select "Edit due Date",
Select the new due date on the calendar,
Confirm your choice by clicking on "Update due date"
Edit the default validity period
By default, the validity period of your signature requests and templates is set to 6 months after the creation of the request; you can change this default period in your settings:
Access your signature settings,
Adjust the desired default validity period following these conditions:
Days (maximum 365)
Weeks (maximum 52)
Months (maximum 12),
Validate your changes by clicking on "Save."
The owner and administrators can edit the default validity period. Members cannot edit it.
Check out our article to send a reminder.