How to Set a Document Expiration Date
An open-ended sign request is a to-do item that never expires (for you). Deadlines create urgency and keep your pipeline clean.
Setting the Deadline
1. In the request settings before sending, set the expiration date. 30 days is a common default; use less for time-sensitive offers.
2. Send. The expiry appears on the request detail page ("Expires: Sep 15, 2026").
What Happens at Expiration
• Signing links stop working immediately.
• The request is marked Expired and pending signers can no longer act.
• You're notified, and the audit trail records the expiration.
If It Expires Too Soon
Duplicate the request (menu → Duplicate request), extend or remove the expiry, and resend. Note that signatures don't carry over; anyone who signed the expired request signs again.
Note: Automatic expirations are available on the Basic plan and above.
Tip: Pair every expiration with automatic reminders: deadline plus nudges is the combination that actually gets documents signed.