How do I configure automatic reminders?
Automatic reminders are sent out on a weekly basis. This period can be adjusted.
For example: a reminder with an interval of seven days will mean that the signer will receive a reminder every seven days after receiving the invitation, until the document has been signed or the transaction has reached an end status (rejected, cancelled, expired).
You can adjust the standard reminder interval via our portal Settings > Transaction settings > Reminder Interval.
Figure 1 - Default reminder interval in days
You can also adjust it per individual signer by clicking on 'Advanced options':
Figure 2 - Set the 'Reminder interval in days per signer', step 1
A pop-up appears in which you can set the 'Reminder interval' for this signer:
Figure 3 - Set the 'Reminder interval in days per signer', step 2
How do I change the validity period of the sign request?
The default setting keeps the invitation open for 30 days. This can be adjusted down to a minimum of 1 day and up to a maximum of 90 days.
You can adjust per transaction whilst creating a new transaction Transactions > New transaction, in the bottom left corner of the page.
Figure 4 - The standard validy period is set to 30 days. You can now also see the expiration date.
The transaction validity period can also be adjusted as a standard via Settings > Transaction settings:
Figure 5 - Adjusting the default transaction validity in days
How long do documents remain available for download?
Once signed, documents can be downloaded for a maximum of 30 days. This is the default setting.
How long does metadata such as email addresses remain visible in the portal?
To limit the amount of stored data, certain transaction details are automatically anonymized after 90 days. This occurs from the moment a transaction reaches a final status (such as status 30). After this period, signers' names, email addresses, and messages are deleted or masked. This information remains available in the transaction receipt.
It is still possible to retrieve transactions in the web portal using the transaction ID or reference, but other search data will no longer be available. The audit trail remains visible in the portal, but personal data within it is also anonymized.