Document Expiry lets you set automatic expiration dates for shared document links, blocking the preview after once the document is expired. This gives you full control over how long your document and pricing is valid, while still giving you metrics for views on expired offers.
Setting Up Document Expiry
- Open your document in the editor
- Click the Share button in the top toolbar
- In the share settings panel, click the dropdown next to Link Expiry
- Choose a quick date or select a specific date
How it works
The document will expire at 12:00am on the date you select. The time zone is based on the timezone in your user preferences when you set the expiry date.
Once expired, your clients will see this page when accessing the document preview:
Coming Soon
Coming soon to Document Expiry:
- Expired status: Quickly filter for expired documents on your document list
- Expired field: Use the variable for document expiry inside your template and documents to let your clients know how long the offer is valid for
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