We currently have our DocuSign connected to our MeridianLink platform to send out documents via MeridianLink for new account opening and loan documents, etc to be signed electronically.
When these documents are sent out, is there a way to set up expiration timeframes and reminder frequency on the DocuSign side, or would this all be controlled through MeridianLink?
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Docusign has a way to set reminders and expiration on both envelopes and the account as a whole, however, due to lack of information regarding the MeridianLink (as we do not support it) I can’t say that changing those settings would affect envelopes sent through the integration. I would recommend you contact MeridianLink support for assistance.
Below you can find links regarding setting up Expiration and Reminders on the Docusign side:
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
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