Resend Invitations and Change Expiration Dates

Managing document signing invitations efficiently is crucial for keeping your workflow on track. In signNow, you have full control over how and when your signers receive invitations, as well as the ability to adjust expiration dates and reminders to ensure timely completion. This guide will walk you through everything you need to know about resending invitations, changing expiration dates, and setting up reminders, so you never miss a deadline or lose track of a document.

Understanding Invitation Expiration and Reminders

When you send a document for signing in signNow, you can set an expiration date for the invitation and schedule reminders to prompt your recipients. The expiration date determines how long the recipient has to sign the document before the invite becomes invalid. Reminders are automated notifications sent to signers to encourage timely action. These features help you maintain momentum in your document workflow and reduce the risk of unsigned or forgotten documents. By leveraging expiration and reminder settings, you can ensure that your business processes remain efficient and professional.

How to Set Expiration Dates and Reminders When Sending Invites

Setting expiration dates and reminders at the time of sending an invite is simple and highly customizable in signNow. When you select “Invite to Sign” on your document, you can access advanced options to configure how long the invitation will remain active and when reminders should be sent. This ensures your recipients are aware of deadlines and receive timely nudges to complete their part. You can even save these settings as defaults for future use, streamlining your workflow for recurring documents or templates.



To access these settings, click the gear icon for Advanced Options. Here, you can adjust the expiration period (up to 180 days) and set up reminders according to your needs. Once configured, these settings will be reflected in the invitation email your recipient receives.



For a visual overview of the process, see the right sidebar in the invite interface, where you can also save your preferences as default for future templates.

Manually Resending Document Signing Invitations

If a signer has not responded or missed the original invitation, you can manually resend the invite to prompt them again. This is especially useful if the recipient overlooked the initial email or if you want to give them another chance to sign before the expiration date. To resend an invitation, simply locate the document in your signNow account, click on the signer's email under the document name, and select "Resend Invite." This action will immediately trigger a new email notification to the signer, reminding them to complete the signing process.

Steps to Manually Resend a Signing Invitation

1. Locate the Document Find the document you want to resend the invite for in your signNow account. Navigate to the Documents section using the sidebar. Use the search bar or filters to quickly find the document in question.
2. Select the Signer Email Tab Click on the signer's email under the document title. This will open a dropdown menu with several options related to the recipient's invitation status.
   
   
3. Choose 'Resend Invite' Trigger a new invitation email to the signer. From the dropdown, select "Resend Invite." A confirmation pop-up will appear to ensure you want to resend the invitation.
   
   
4. Confirm and Send Finalize the resend action. Click "Resend Invite" in the confirmation window. The signer will receive a new email notification with a link to sign the document.

Changing the Expiration Date for Sent Invites

Sometimes, a signer may need more time to complete their part, or you may want to shorten the signing window for security reasons. signNow allows you to change the expiration date of a sent invitation at any time—even after the invite has expired. To do this, click on the greyed-out email address under the document name and select "Change Expiration." You can then set a new expiration date that fits your needs.

Managing Expired Invitations

If an invitation expires before the signer completes their action, you are not locked out of options. In signNow, you can still resend the invitation or extend the expiration date even after it has expired. This flexibility ensures that important documents are not left unsigned due to missed deadlines. Simply follow the same steps as above—click the signer's email under the document, and choose either "Resend Invite" or "Change Expiration" to reactivate the invitation and give your signer another opportunity to complete the process.

Setting Up Automatic Reminders for Signers

To further streamline your workflow and reduce manual follow-ups, signNow enables you to set up automatic reminders for your signers. These reminders can be configured when you send the initial invite by accessing the Advanced Options. You can specify when the first reminder should be sent and how frequently subsequent reminders should go out. This proactive approach helps ensure that your documents are signed on time without requiring you to manually monitor and nudge recipients.

For more details on setting reminders, visit this guide.

Best Practices for Invitation Management

To maximize your success rate and keep your document workflow efficient, consider these best practices:

• Set clear expiration dates: Choose an appropriate signing window based on the urgency and importance of the document.
• Use reminders strategically: Schedule reminders to prompt signers without overwhelming them.
• Monitor document status: Regularly check the status of your sent invites and follow up as needed.
• Personalize your messages: Customize invitation emails to increase engagement and response rates.
• Leverage templates: Save your preferred expiration and reminder settings as defaults for templates to save time on recurring documents.

By following these tips, you can ensure a smooth, professional, and effective signing experience for all parties involved.

Frequently Asked Questions

Related articles