Reminders and Expiration enables you, as an Administrative User, to set default validity and frequency of eSignature request. Default values for reminders and expiration are taken from the DocuSign account itself, which can be overwritten to custom values and can be set so that no one can edit them. To prevent the users from overriding the existing values, you must select Use DocuSign Default Reminders checkbox in System Properties. The reminders and expiration can be set from both Conga Connector and DocuSign account. For a clear understanding of the reminders and expiration, refer to the Use case below.

If you, as a System Administrator, set the values as default Reminders and Expiration in DocuSign account and have unchecked the Use Default Reminders & Expiration custom setting in System Properties; the users leave the values in Reminders and Expiration on the Additional Details page as blank, then the values that you have entered as default Reminders and Expiration in DocuSign account are used by the system.

The following table explains how you can set reminders and expiration checks using a combination of DocuSign Account fields and Additional Details section fields. 

DocuSign Account FieldsAdditional Details Section FieldsResult
  • Send Reminder in [] Days: 10
  • Expire/Void Envelope in [] Days: 30
  • Repeat every [] Day(s) until Complete: 2
  • Warn of Expiration [] Day(s) prior: 5 
  • Do NOT allow users to override these settings checked?: Yes
  • Use Default Reminders & Expiration checked?: Yes

A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

The user Can Not view the fields pertaining to Reminders and Expiration on the Additional Details screen.

  • Send Reminder in [] Days: 10
  • Expire/Void Envelope in [] Days: 30
  • Repeat every [] Day(s) until Complete: 2
  • Warn of Expiration [] Day(s) prior: 5 
  • Do NOT allow users to override these settings checked?: No
  • Use Default Reminders & Expiration checked?: Yes

A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

The user Can Not view the fields pertaining to Reminders and Expiration on the Additional Details screen.

  • Send Reminder in [] Days: 10
  • Expire/Void Envelope in [] Days: 30
  • Repeat every [] Day(s) until Complete: 2
  • Warn of Expiration [] Day(s) prior: 5 
  • Do NOT allow users to override these settings checked?: Yes
  • Use Default Reminders & Expiration checked?: Yes
  • Send a Reminder to signers [] day(s) after receipt: 10
  • Expire request in [] day(s): 30
  • Continue to send reminders every [] days: 2
  • Warn Signers [] day(s) before request expires: 5

A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

The user Can Not change settings in the Additional Details section.

  • Send Reminder in [] Days: 10
  • Expire/Void Envelope in [] Days: 30
  • Repeat every [] Day(s) until Complete: 2
  • Warn of Expiration [] Day(s) prior: 5 
  • Do NOT allow users to override these settings checked?: No
  • Use Default Reminders & Expiration checked?: No
  • Send a Reminder to signers [] day(s) after receipt: 5
  • Expire request in [] day(s): 180
  • Continue to send reminders every [] days: 2
  • Warn Signers [] day(s) before request expires: 30

A reminder is sent 5 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of expiry of the document is provided 30 days before the document expires. The document expires in 180 days after it is sent. 

The user Can change settings in the Additional Details section.

N/A
  • Use Default Reminders & Expiration checked?: No
  • Send a Reminder to signers [] day(s) after receipt: 5
  • Expire request in [] day(s): 365
  • Continue to send reminders every [] days: 1
  • Warn Signers [] day(s) before request expires: 7

A reminder is sent 5 days after you send the document. Every 1 day a reminder is sent until the document is signed. A warning of expiry of the document is provided 7 days before the document expires. The document expires in 365 days after it is sent. 

The user Can change settings in the additional Details section.

N/A
  • Use Default Reminders & Expiration checked?: 0
  • Send a Reminder to signers [] day(s) after receipt: 0
  • Expire request in [] day(s): 0
  • Continue to send reminders every [] days: 0
  • Warn Signers [] day(s) before request expires: 0

0 is populated in each field. 

The user Can Not view the fields pertaining to Reminders and Expiration on the Additional Details screen.

  • Send Reminder in [] Days: 10
  • Expire/Void Envelope in [] Days: 30
  • Repeat every [] Day(s) until Complete: 2
  • Warn of Expiration [] Day(s) prior: 5 
  • Do NOT allow users to override these settings checked?: No
  • Use Default Reminders & Expiration checked?: No

A reminder is sent 10 days after you send the document. Every 2 days a reminder is sent until the document is signed. A warning of the expiry of the document is provided 5 days before the document expires. The document expires in 30 days after it is sent. 

The user can change settings in the Additional Details section. When the user leaves the values blank, the default values mentioned in the DocuSign account are used.

If Use Default Reminders & Expiration checkbox is checked, the user will not be able to view the Reminders & Expiration fields at all.

To configure reminders and expiration in DocuSign account

  1. Click the User Menu and select Preferences.

  2. On the left-side panel, under Account Administration, click Reminders & Expirations. You can set account-level reminders and expiration of your documents from this page.

  3. Under Set Default Reminders and Expirations section, select Send Reminder in [] Days check box and provide information as mentioned below.

    FieldDescription
    Send Reminder in [] Days Enter the number of days in which you want to send a reminder to sign the document after you send the document. For example, you send the document today and you enter the value as 5. A reminder will be sent to the signer after 5 days.
    Expire/Void Envelope in [] DaysEnter the number of days in which you want the envelope to expire, after you send the document. For example, you send the document today and you enter the value as 365. The envelope will be valid for a year.
    Repeat every [] Day(s) until completeEnter the frequency of reminders in the number of days for which you want to send the reminder until the document is signed. For example, you send the document today and you enter the value as 2. A reminder will be sent every 2 days until the signer signs the document.
    Warn of expiration [] Day(s) priorEnter the number of days before which you want to send a reminder about the expiration of the document to be signed by the signer. For example, you send the document today and the validity of the document is for a year. Hence, a warning of expiration will be sent 10 days before the expiration of the document.
  4. Select Do NOT allow users to override these settings check box if you want to fix these settings as reminders and expiration. 
  5. Click Save.

The users can configure the Reminders and Expiration in Additional Section while sending the document for eSignature. For more information, refer to Adding Additional Details.