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Hello, I've set reminders and expirations for a bulk send on 12/1 but now I'm not seeing that they have passed the expiration date of 12/16. At this point, shouldn't they be in the "Expiring soon" folder? Please advise, thank you.
- Legacy User
Best answer by Community Expert
Hello,
Thank you for reaching out here in the DocuSign Community.
Was the change made after sending the batch? If yes, then the change does not affect documents sent prior to it, only new envelopes.
As well, if a template used was created prior to the change this would not have an effect on it, for templates the change has to be manually made, in this case, I would recommend going into Setting > Reminders and Expiration > and select the option "Allow senders to override account defaults" so that you can go in one by one and make the change to have it expired in a later date and to change the template default or you can just void the envelopes.
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!
- Legacy User
Hello,
Thank you for reaching out here in the DocuSign Community.
Can you confirm if the envelopes have that same setup? Select the envelope > click correct > go into advanced options.
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!
- Legacy User
It appears to not have the setting I screen shot in my initial inquiry. Why does it do that and how I can now manually expire those envelopes? I have 78 that were due to expire on 12/16.
- Docusign Employee
- Answer
Hello,
Thank you for reaching out here in the DocuSign Community.
Was the change made after sending the batch? If yes, then the change does not affect documents sent prior to it, only new envelopes.
As well, if a template used was created prior to the change this would not have an effect on it, for templates the change has to be manually made, in this case, I would recommend going into Setting > Reminders and Expiration > and select the option "Allow senders to override account defaults" so that you can go in one by one and make the change to have it expired in a later date and to change the template default or you can just void the envelopes.
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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