Answered

Signature Expiration Settings

Currently, the expiration options to choose from for any document sent through SafeSend Signatures is 6 months to 7 years. For clients that come to us much later in the year, we would want a shorter time frame for them to sign their current tax year engagement agreement by. Could a shorter expiration date be added, e.g. 1, 2, 3 months? I understand we can manually set the expirations on a client-by-client basis, but this request is for the global settings.

Thank you.

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  • Official comment

    Hi Nick, I can certainly see why adding more expiration options would be beneficial! I have submitted this request to our product team to consider implementing against our current roadmap. 

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  • Thank you!

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