Expiring agreement requests

Set how long your agreements remain open for signing.

Lauren Hallden avatar
Written by Lauren Hallden
Updated over a week ago

You can control whether the agreements you send automatically expire -- meaning, if all parties haven't signed within a given time period, the agreement will no longer be accessible for the receiver. (Senders will continue to be able to access the agreement and can set a new expiration date, if desired.)

Notifications

Counterparties will receive an email 3 days before their request to review and sign an agreement expires.

Setting request expiration dates

You can set a default agreement request expiration window in your Organization Settings. This will be applied automatically to all new agreements sent by your organization. New organizations start with a default window of 30 days from agreement send.

A screenshot of the Organization Settings page, showing your options for setting agreement expiration defaults.

You may override your organization's default on individual agreements. This option can be found in the Settings section at the end of each new agreement. In addition, you can pick a specific expiration date for an individual agreement. Use this option to give your counterparty until the end of your business quarter, for example.


An image of the Agreement Settings section, showing your options for setting agreement expiration dates.

Editing expiration dates on your agreement requests

On each agreement's history page, senders have the option to change an agreement's expiration date. This can be done even if the request to sign has already expired.

A screenshot of the agreement history page, showing an expired agreement request, and the link to change the expiration date.

User roles

Common Paper Admin users can edit agreement request expiration dates on all agreements sent by their organization. Standard users may only change expiration dates on their own sent agreements.

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