When sending a document you can proceed to the final page to modify various details:
- Change the document name
- Adjust the message language
- Edit the message text
Choose to send the document under your personal name or company name.
Specify how long the document will remain active for recipients. The default access period is 90 days, but you can adjust it for each document before sending or save it as a template setting.
After the expiration date, if the recipients added to the document have not completed their actions, the document will be canceled and the link will no longer be accessible.
- Change the reminder notification periods.
- To organize documents, specify the folder where the document should be saved and assign a tag.
Once a document has been sent, you will not be able to modify its reminder frequency.
The folders and tags functionality is available only in the
Business Pro and Enterprise plans.