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How to set default expiration date

  • 12 June 2023
  • 5 replies
  • 108 views

How does the default envelope expiration days work?

It is not working on our DEV environment.

Set expiration date to 27 daysExpiration Date is 120 days, not 27? 

UPDATE

Envelopes sent from the docusign site do have the correct expiration.

Envelopes sent from the API do not use the default expiration days. Does this need to be set in the code?

Thanks for the quick responses!

Ron

By changing the default settings it will only apply to any new envelopes you send. Any existing envelopes will have to be manually corrected with the new expiry settings as settings are for when it was created.

Robert -

Check out my bio for contact details.

Hello,

Thank you for reaching out here in the DocuSign Community.

I'm sorry to hear that the expiration is not working as intended, however, to better understand your issue, I would like to gather more information.

Was a template used to send that envelope or created from scratch? If you created it by template, can you try creating it from scratch?

The default Expiration settings are tended to provide an initial value for all the envelopes sent from the account regardless of the user, however, those settings will not reflect on the envelope sent before the change nor will it affect templates created before that date: https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=onc1583277380729.html&_LANG=enus

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

UPDATE

Envelopes sent from the docusign site do have the correct expiration.

Envelopes sent from the API do not use the default expiration days. Does this need to be set in the code?

Thanks for the quick responses!

Ron

So if using the API you would need to specify the expiry settings.

Hello,

Thank you for reaching back and for your assistance.

 There is a setting for UseAccountDefaults that can be used to set the expiration and reminders set on your account for envelopes sent through API. A recommendation would be to set UseAccountDefaults to be True to use the account setting, otherwise, you can manually set reminders and expirations if desired on already sent envelopes: https://developers.docusign.com/docs/esign-soap-api/reference/sending-group/create-and-send/

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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