How to resend an expired document in BoldSign?

In BoldSign, once a document has expired, it cannot be reactivated. However, you can clone the expired document and resend it to signers without recreating it from scratch. This saves time and helps in quickly recreating expired documents.

Follow the steps below to clone or duplicate a document:

• Go to Documents and click My Documents.
• Then, select the expired document you want to resend. You will find the Clone document option in the context menu.

• Alternatively, you can click on the document to navigate to its overview page. Then, click the More Actions button, where you will find the Clone document option.

• When you choose the Clone document option, a Clone Document dialog box will appear with two options: Without form field values and With form field values.

• If you select the Without form field values option, the cloned document will not retain any form field values, and all fields will be empty in the new document.
• If you choose the With form field values option, the cloned document will retain the form field values from the original document if they contain data. However, certain form field values may not be retained due to security and functionality limitations.
• Select the desired clone type, then click the Clone button.
• This will take you to the editing page of the cloned document, where you can modify existing settings and make any additional changes before sending the document for signing.

For more information on supported fields during cloning, refer to this article: What form fields are supported when cloning documents with values in BoldSign?