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How to Add an Expiration Date to Documents
How to Add an Expiration Date to Documents

Need to expire a Required or E-Signature Document? Here's how!

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

You may want to add an expiration date to your Required and/or E-signature Documents so that customers will need to resign/resubmit after a set period. As of the writing of this article, there is nothing automated around expiration dates. However, you can keep track of expired Documents in the Admin Notification Center or Documents page. See this support article for how to view submitted Documents.

NOTE: Adjusting the Expiration Date now for an E-signature Document that already has completed signatures will not retroactively adjust individual expiration dates. You can go into each account under the "Documents" tab to edit each expiration date.

Here is how to add an expiration date to Documents on the Documents page where your Required Documents and/or E-signature Documents are listed.

Required Documents

Click on the pencil icon beside an existing Required Document to edit it. You can add the expiration date in months. This means that the Document will need to be uploaded again at some point in the future, or it will no longer be valid at the date set.

The same expiration option is available when creating a new Required Document.

E-Signature Documents

Click on the pencil icon beside an existing E-Signature Document to edit it. Under "Setup," you can add the expiration date in months. Expirations are tracked for you and allow you to filter Documents by soon-to-expire or expired on the Documents page.

If you are creating a new E-Signature Document, the setup is the same. The expiration date will go under "Setup."

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