How to Use Document Expiration in Sparkforge Documents

Document Expiration lets you set a deadline on any document sent for signature. Once the deadline hits, the document is marked Expired and recipients can no longer sign or complete forms inside it.

What it does

Document Expiration introduces time-bound control on contracts, onboarding documents, and compliance forms. The countdown starts when the document is sent and uses the location's timezone for consistency.

• Forces signatures within a valid window
• Stops outdated or obsolete documents from being signed
• Auto-marks expired documents in the dashboard
• Shows recipients an on-document expiry notice
• Optional reminder emails 1 day before expiry

How to enable Document Expiration

Set defaults at the location level, then override per-document where needed.

1. Go to Payments > Documents > Settings > Documents
2. Open Document Settings in the left menu
3. Scroll to Expiration Settings and toggle the feature on
4. Enter the default number of days until expiration (this can be overridden on individual documents)
5. (Optional) Enable a 1-day reminder email to recipients

What happens when a document expires

• Status changes to Expired in the document list
• Recipients trying to open the document see an "expired" notice
• All signature fields and inputs are disabled, preserving document integrity
• Senders can resend the document or contact the recipient directly

Reminder email customization

If reminders are on, you can configure:

• Subject line
• Email body
• Branding and sender identification

Reminders can be enabled globally or per document, depending on the use case.

Notes

• The expiry date is fixed once a document is sent. To change it, send a new document.
• Expiration uses the sender location's timezone, not the recipient's.
• Reminders are off by default — turn them on globally or per document.