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How to filter the document based on its expiration on mobile app?

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In the BoldSign Mobile app, you can filter documents by their expiration date. This feature is available only for documents that are still in progress, specifically those with statuses like Waiting for Me, Waiting for Others, Needs Attention, and Scheduled to Be Sent.

Follow the steps below to filter documents based on expiry date:

  • Log in to your BoldSign Mobile app account.
  • Tap the Documents icon on the bottom navigation bar to access the list of all your documents.

Documents icon

  • Tap the Filter icon located at the top right corner of the screen.
  • From the list of filter options, choose the Expiring filter.

Filter icon

  • Tap the Calendar icon in the Expiring field.

Calender icon

  • A list of expiration filter options will appear.
  • You can filter by Today, Tomorrow, Next 7 days, Next 30 days, or a Custom range.

Expiration options

  • After selecting the desired date range, tap Apply Filter.

Apply filter option

  • Documents expiring within the selected date range will now be displayed.

Filtered documents

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