How do I close a document? (Mark as expired)

Modified on Tue, 18 Jul, 2023 at 11:05 AM

The "Mark as expired" function closes a document.

 

This means that a document is no longer accepting signatures.

 

To close/mark a document as expired:

  1. Go to “Sent for Signing” button, from the sidebar
  2. On the "Sent for Signing" page, click the "Options" button located at the right end of the document you wish to “Close/Mark as expired”. This will prompt a list of options featuring various functions.
  3. Click the “Mark as expired (close document)” option on the list and the document is closed for signing.



Once a document has been marked as expired or closed, you can easily identify it in the progress column as it is labelled accordingly.

 

If a signee tries to access the signing link, they will see this:


 

Congratulations! You have successfully closed/marked a document as expired. Well done!

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