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184 lines
6.3 KiB
Plaintext
184 lines
6.3 KiB
Plaintext
---
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title: Recipient Expiration
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description: Set a signing deadline for recipients so document links expire after a configurable period.
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---
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import { Callout } from 'fumadocs-ui/components/callout';
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import { Step, Steps } from 'fumadocs-ui/components/steps';
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import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
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## Overview
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Recipient expiration lets you set a deadline for how long recipients have to sign a document after it is sent. Once the deadline passes, the recipient can no longer access the signing link and the document owner is notified.
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This is useful when:
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- A business deal is contingent on being signed within a specific time frame
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- A document is no longer relevant after a certain date
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- You want to ensure recipients act promptly rather than leaving documents unsigned indefinitely
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Expiration is tracked **per recipient**, not per document. If one recipient's deadline passes, other recipients can still sign. The document stays in a pending state so the owner can decide whether to resend or cancel.
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## Default Behaviour
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Every organisation has a default expiration period of **3 months**. This means that when you send a document, each recipient has 3 months from the time the document is sent to complete their signing.
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You can change this default at the organisation or team level, or override it per document.
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## Settings Cascade
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Expiration settings follow a three-level cascade: **Organisation → Team → Document**. Each level can override the one above it.
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<Tabs items={['Organisation', 'Team', 'Document']}>
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<Tab value="Organisation">
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Sets the default for all teams in the organisation. Options are a **custom duration** or **never expires**.
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To configure, navigate to **Organisation Settings > Preferences > Document** and find **Default Envelope Expiration**.
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</Tab>
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<Tab value="Team">
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Overrides the organisation default for documents created within this team. Options are a **custom duration**, **never expires**, or **inherit from organisation**.
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New teams default to **inherit from organisation**.
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To configure, navigate to **Team Settings > Preferences > Document** and find **Default Envelope Expiration**.
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</Tab>
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<Tab value="Document">
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Overrides the team or organisation default for a single document. Options are a **custom duration** or **never expires**.
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If you do not change the expiration when editing a document, the team or organisation default applies.
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</Tab>
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</Tabs>
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## Set Expiration for a Document
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Open the document settings
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In the document editor, open the **Settings** dialog and go to the **General** tab.
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</Step>
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<Step>
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### Configure the expiration
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Find the **Expiration** field. Choose one of:
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- **Custom duration** — enter a number and select a unit (days, weeks, months, or years)
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- **Never expires** — the recipient can sign at any time
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If you leave it unchanged, the team or organisation default applies.
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</Step>
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<Step>
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### Send the document
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When you send the document, the expiration deadline is calculated from that moment. For example, if you set a 7-day expiration and send the document on March 1st, the recipient has until March 8th to sign.
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</Step>
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</Steps>
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<Callout type="info">
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You cannot change the expiration period after the document has been sent. To extend a recipient's
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deadline, resend the document to them — this resets the clock.
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</Callout>
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## Set a Default Expiration Period
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Navigate to document preferences
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Go to **Organisation Settings > Preferences > Document** (or **Team Settings > Preferences > Document** for team-level overrides).
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</Step>
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<Step>
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### Configure the default
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Find **Default Envelope Expiration** and choose:
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- **Custom duration** — enter a number and unit
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- **Never expires** — no deadline for recipients
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- **Inherit from organisation** (team level only) — use whatever the organisation has configured
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</Step>
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<Step>
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### Save
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Click **Save** to apply. New documents created after this change use the updated default.
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</Step>
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</Steps>
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<Callout type="info">
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Changing the default expiration does not affect documents that have already been sent. Only new
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documents use the updated setting.
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</Callout>
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## What Happens When a Recipient Expires
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When a recipient's signing deadline passes:
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1. The recipient can no longer access the signing link. They see a message explaining that the signing deadline has expired and to contact the document owner.
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2. The document owner receives an email notification with a link to view the document.
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3. An audit log entry is created recording the expiration.
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4. The document remains in a **pending** state — other recipients who have not expired can still sign.
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## Resending to Extend a Deadline
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If a recipient's deadline has passed (or is about to), you can resend the document to them. Resending recalculates the expiration from the current time, effectively extending the deadline.
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Open the document
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Navigate to the document page and find the recipient whose deadline has expired. Expired recipients are marked with an **Expired** badge.
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</Step>
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<Step>
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### Resend
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Click the resend option for the recipient. This sends a new signing link and resets the expiration clock based on the document's configured expiration period.
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</Step>
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</Steps>
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## Expiration Options Reference
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| Unit | Example | Description |
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| ------ | --------------- | ------------------------------------------- |
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| Days | 7 days | Recipient has 7 days from when the document is sent |
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| Weeks | 2 weeks | Recipient has 2 weeks from when the document is sent |
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| Months | 3 months | Recipient has 3 months from when the document is sent (default) |
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| Years | 1 year | Recipient has 1 year from when the document is sent |
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You can also set expiration to **never expires**, which means the signing link remains valid indefinitely.
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---
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## See Also
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- [Send Documents](/docs/users/documents/send) - Send documents for signing
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- [Document Preferences](/docs/users/organisations/preferences/document) - Configure default document settings
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- [Add Recipients](/docs/users/documents/add-recipients) - Add signers and other recipients to a document
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