Extending the Expiry
- If a document has not been signed in the set time, you can extend the expiry date by clicking Extend Expiry.
- Bulk Actions for extending the expiry: Select multiple documents using the checkboxes on the left, and click Extend Expiry in the top right corner.
- Once you have clicked Extend Expiry you will be prompted to either choose a date from the calendar drop-down, or to extend for 7 days.
- Make sure to click Update once you have chosen the new expiry date. An email will be sent to all signees who have not yet signed the document.
Tip: If you extend multiple documents for 7 days, they will each be extended for 7 days. E.g. Doc 1 expires on 28 April 2023 and doc 2 expires on 29 April 2023. After extending 7 days, doc 1 expires on 5 May 2023 and doc 2 expires on 6 May 2023.
Selecting an expiry date from the calendar will mean all selected documents get extended to that date.
- If the document is within 5 days of expiring, the date will be shown in yellow. If the date has expired, the date will be shown in red.