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Advance Options Setting


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Can the Advanced Options setting be done for individual envelopes (to be) sent so link expires on set date?

If I I go into an “in process” envelope, change for example the reminder email toggle to off, change link expire date to 1 date with Custom setting reminder to “0” - will that change all existing envelopes?

We have a deadline for participation in a program and must have signed docs by specific date in hand.

I understand that there is no specific control for hours and minutes but can above be done.  

 

Best answer by JohnSantos

@LBabsCH 

Modifications you make to the reminder settings and expiration date for an in-process envelope will only apply to that specific envelope and will not affect other existing envelopes. Each envelope’s settings are independent unless a global account-wide change is made.

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JohnSantos
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  • July 31, 2024

@LBabsCH 

Modifications you make to the reminder settings and expiration date for an in-process envelope will only apply to that specific envelope and will not affect other existing envelopes. Each envelope’s settings are independent unless a global account-wide change is made.


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  • July 31, 2024

@JohnSantos that was very helpful!


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