BoloSign Feature

Document Expiry & Renewals: Set document expiry dates and automate renewal reminders

Set an expiration date on any document - if the recipient does not sign before the deadline, the signing link automatically becomes invalid. For contracts with renewal cycles, set up renewal reminders that notify you (and optionally the signer) when a contract is approaching its expiry date. Keep your contract portfolio current and compliant.

Document Expiry & Renewals: Set document expiry dates and automate renewal reminders | BoloSign

What Is Document Expiry & Renewals?

Set an expiration date on any document - if the recipient does not sign before the deadline, the signing link automatically becomes invalid. For contracts with renewal cycles, set up renewal reminders that notify you (and optionally the signer) when a contract is approaching its expiry date. Keep your contract portfolio current and compliant.

How Does Document Expiry & Renewals Work?

When sending a document, toggle 'Set Expiry' and choose a date. After the expiry date, the signing link is deactivated and the recipient cannot sign. For renewal management: tag documents with renewal dates and BoloSign sends automated notifications before expiry. View all expiring contracts in your dashboard with date filters.

How Does Document Expiry & Renewals Work?

How Teams Use Document Expiry & Renewals

Time-limited offers that should not be signed after a deadline

Annual contracts that need renewal tracking

Insurance policies with renewal dates

Compliance certifications that expire periodically

Vendor agreements with annual renewal cycles

Why BoloSign's Document Expiry & Renewals Is Different

Basic expiry is common. BoloSign adds renewal tracking and dashboard visibility for the full contract lifecycle.

Pro Tips

1

Start by identifying your highest-volume document type - that is where Document Expiry & Renewals will save the most time.

2

Combine Document Expiry & Renewals with reusable templates for maximum efficiency - build the template once, use Document Expiry & Renewals every time you send.

3

Connect Google Sheets integration alongside Document Expiry & Renewals to automatically track every document's status in real-time.

4

Test Document Expiry & Renewals during the 7-day free trial with real documents - not test files - so you see the actual time savings.

5

If your workflow has a unique requirement, contact BoloSign - custom features are built and shipped within 1 week.

Watch BoloSign in Action

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Frequently Asked Questions

Everything you need to know about Document Expiry & Renewals

Related Features

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