Expiry and Reminder

Expiry and reminders are crucial for time management, productivity, and compliance. They prevent missed deadlines, ensure timely actions, and improve efficiency in various contexts.

Step 1: Log in to the emSigner account using your Admin User Name and Password

Enter the password to login into the account.

Step 2: Select the “Create an Envelope” option and upload a document using the “upload” option.

Step 3:

Configure Expiration Notifications: Upon selection of document, you will have an option to declare the expiry date for the document using “Envelope Expiry”.

Note: The document will be expired based on defined days and the expiry email will be sent to the user stating signing link is expired.

Step 4: Configure Reminder Notifications: Using “Reminder” field, you will be able to specify when and how often reminders are sent.

Note: Reminders will be sent on the defined day, from the date of document initiation.