Postponing Expiration
If a document’s expiration date is approaching, and a counterparty has not yet had time to sign it, or you know they won’t make the deadline, you can extend the document’s validity. It is also possible to prepare the document again for signature if the expiry date has already passed.
The Signature Period Has Not Yet Expired
The first possibility is that the proposal has not yet expired, and so you can just extend its validity.
Click on the document. This displays a preview of it.
Additional editing options for the document are contained under the three-dots icon at the top right next to the Send button:
You can just extend its validity by clicking on Validity of proposal.
The Signature Period Has Already Expired
You can also encounter situations where the time for signing a proposal has already run out, i.e. it has already expired.
No matter whether you are deleting the document or just renewing its validity after it has already expired, the document needs to be brought back into the signing process, i.e. into the draft state. To do that, first click on Modify Document.
The application moves you to the Document Contents step, where you sign the document again – and send it to the counterparty for signing if needed.
After this renewal, the proposal’s original length of validity that you have set in the workspace settings is then automatically set again.
After the document has been sent and is in the “waiting for signature” state, you can also extend its validity by additional days; do this using the steps described for “The Signature Period Has Not Yet Expired” above.