Part of what simplifies an eSignature workflow is the ability to set a document deadline and improve the odds of completing deals on time! This page gives you a step-by-step on how to set up a document deadline, as well as monitoring the deadlines as it reaches expiration.
Here, you can
set reminder emails, what the final email looks like,
copy someone for all the notification emails, and most importantly (for this article), set
Document Deadlines. Make sure you also indicate when to warn the signer of the expiration.
By default, documents in Signority expire after 180 days, but you can change this as well. You can learn how to
change the default expiration and automatic reminder schedule here.
Setting Up a Document Deadline
When you're creating electronic signature documents, adding a document deadline is very simple. Begin by starting a New Document using the +New button in the Dashboard. Begin by Uploading a document for signature, and then edit your Recipients. Set any Recipient settings you may want and edit your invitation email message. Now, on the Editor page, click Settings in the top left next to the Document Title and go to the Notification page.
Here, you can
set reminder emails, what the final email looks like,
copy someone for all the notification emails, and most importantly (for this article), set
Document Deadlines. Make sure you also indicate when to warn the signer of the expiration.
By default, documents in Signority expire after 180 days, but you can change this as well. You can learn how to
change the default expiration and automatic reminder schedule here.