Category / Section
Can I specify the expiration date for a document?
Published:
1 min read
In BoldSign, you have the flexibility to set the expiration date for a document to a Specific Date and Time. You can configure default expiration settings on the Business Profile page. Additionally, you can set a document expiration alert to alert the recipients one day before the document expires.
Follow the steps below to specify the expiration date for a document:
- Click on the
Business Profile
on the Settings menu to go to the Business Profile page. - Scroll down to the
Default Expiry Date Type
section on the Settings tab. - Click on the dropdown arrow and the expiry date type options will be displayed.
- Select the
Specific Date and Time
option. By default, the Days option is displayed.
- Click the
Save changes
button and the default expiry date type will be changed to Specific Date and Time. - When creating a document for signature, you will see a textbox with a
calendar
andclock
icon in theExpires on
section.
- You can change the expiration date and time of the document by selecting the corresponding icons.
- Select the
Alert 1 day before expiry
option for the signer to receive a document expiration alert one day before the expiry and send the document for signature. - Now the document expiration date has been set successfully.