To ensure prompt client attention, you can set a smart file to expire after a specific time, or manually expire it when needed. Once expired, the client can still view the smart file but cannot take any actions like answering questions, signing contracts, or making payments.
Set a smart file's expiration window in advance
You can set a smart file's expiration window when creating a file template or sending a file to a client.
While working on a smart file, select the gear icon from the top menu
In the File Exploration section, toggle on Turn on file exploration
Edit the expiration message
Set when this file will expire
If you're working on a template, the expiration window will also start based on your choice here
Select whether you want the expiration date to appear on the file
Manually expire a smart file
You can manually expire a smart file at any time, while it's still in progress. Completed smart files cannot be expired.
From the top navigation menu, select the search bar to find the smart file you want to expire
You can also select Projects > select that project that holds the file you want to expire > select the file you want to expire
Select the gear icon from the top menu
In the File Expiration section, select Expire Now
Select Save & Exit
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