How to set expiry date for bulk link documents?

BoldSign offers the functionality to set an expiration date for bulk link documents. This ensures that your bulk link documents are only accessible for a specified duration.

Follow the steps below to set an expiry date for bulk link documents.

• Click the Create New button and select the Create New Bulk Link option.
• You will be directed to the Prepare Bulk Link Document page. Fill in the document Title, Welcome message and Acknowledgement message in the respective fields.

• Then scroll down to the Document settings section and enable the Expiry date option. By default, the Expiry date option is disabled and can be enabled if required.
• Click the Expiry date field and enter the number of days after which you want the bulk link document to expire. The default expiry date is set to 60 days.
• You can select the Alert 1 day before expiry option to receive an alert 1 day before document expiry.
• You can also enable the Auto reminder option using the toggle button. Specify how frequently the reminders should be sent after the first one by adding the number of days in the Remind every field. The maximum number of reminders you can set is 5.

• Then click Next to go to the configure fields page.
• On the configure fields page, drag and drop the required form fields onto the document and click the Create Bulk Link button. The bulk link will be created successfully.

• Now, you can share the bulk link with the signers. The expiry date will be calculated from the document’s creation date.
• The signer will receive automatic reminders based on the specified frequency and number of reminders.
• Once the bulk link document is expired, it cannot be accessed by signers.

Modify the expiry date set for the bulk link documents

You can also modify the expiration date after the bulk link has been created.

Follow the steps below to modify the expiration date:

• Click the Bulk Links menu and select the My Bulk Links option to go to the My Bulk Links page.
• Click the context menu of the bulk link document you want to edit and select the Edit bulk link option.

• You will be taken to the Prepare Bulk Link Document page where you edit the bulk link expiry date and save the Bulk link.