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Set expiration date from the Manage page

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      1. Home page
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    5. Send agreements
      1. Compose an agreement to send for signature
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    6. Custom workflow designer
      1. Overview
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    7. Manage agreements
      1. Search for agreements
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      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
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      7. Add an expiration date
      8. Modify/Delete an expiration date
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        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
    9. API
      1. API Swagger documentation
      2. Webhooks

Establish a deadline for an agreement already in process

If an existing agreement needs to have an expiration date added, the owner of the agreement can define the expiration date on the Manage page.

  1. As the sender of the agreement, navigate to the Manage page

  2. Single-click the agreement that you want to modify.

  3. Click the pencil icon next to the Expiration Date

    Set the expiration date

  4. Click on the calendar icon and set the expiration date.

  5. Click Save.

    The page refreshes to show the new expiration date and a success message is displayed at the top of the window.

    Set expiration date successful

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