Back to Docusign.com
Is there a way for the sender to receive a notification a day or so in advance of when an envelope will expire so I can go out and extend the date? It's very difficult to monitor where signers are at and it's much easier to extend than to recreate after an agreement has been voided.
Solved
Extend a document prior to expiration
- Legacy User
Best answer by Community Expert
My apologies for reading that initial post wrong. I know you can create a custom report that is based on something like Envelope Report that includes the column 'Expiration Date' on envelopes. Schedule that report for daily delivery. I do not see any feature that notifies the Sender of envelopes that are expiring in a certain time, I checked through Sender 'Notifications' and documentation but found no such feature.
- Legacy User
- 3548 replies
Yes this is possible. This of course requires the envelope to be 'corrected' which means you need to be the envelope owner (or have shared access to the envelope). There are restrictions based on the Template used as well which may be set to disallow edits. Here are the instructions provided in the following DocuSign article...https://support.docusign.com/en/articles/How-do-I-extend-the-expiration-for-an-envelope
- Legacy User
- 3548 replies
While I appreciate the response, what I was asking is if there is a way the sender can receive a notification in advance saying that the envelope will expire in two days so i can go in and 'correct' it before it actually expires. Otherwise, I end up having to track this on my calendar to go in and see the status of every agreement.
- Docusign Employee
- 1935 replies
- Answer
My apologies for reading that initial post wrong. I know you can create a custom report that is based on something like Envelope Report that includes the column 'Expiration Date' on envelopes. Schedule that report for daily delivery. I do not see any feature that notifies the Sender of envelopes that are expiring in a certain time, I checked through Sender 'Notifications' and documentation but found no such feature.
- Legacy User
- 3548 replies
Thank you. I do appreciate the research. I didn't know you could create a report like that and hopefully that part is included in whatever subscription we have.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.