Auto Expire is a great way of managing digital documents to ensure all proposals and contracts are recent and relevant. When creating a SmartDoc in Settings, you can choose an auto expire period.
In the example above, the document will auto expire in 28 days after it is sent.
What happens when a document Auto Expires?
The contact who received the document will no longer have access to the document.
The document owner will get a notification email and can decide if there is a need to change the status of the booking.
A copy of the expired document will remain in the document section marked as expired.
Can I Reactivate An Expired Document?
There is no way for you to reactivate an expired document. The system marks the document as expired in the dashboards and reports.
How Can I Extend The Auto Expire Period?
You can set the Auto Expire period to a maximum of 99 days. You can set a default for each SmartDoc template, and you can also edit each SmartDoc individually before sending.
In the booking, click on the SmartDoc settings wheel.
Click on the pencil to edit.
Change your auto expire period.
How Do I Resend A Document That Has Expired
You just create a new SmartDoc, it will work off the very same Products & Services. If there was specific wording/text in the expired SmartDoc that you want to use, just copy and paste it over into the new document. As you did with the first document, just choose a SmartDoc email template and hit send!
Want to learn more?
Still have questions?
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