When sending and managing smart files on the go, you can set an expiration time for files to ensure timely attention from clients. If a file's status changes, you have the option to instantly expire or reactivate it. Expired files can still be viewed by clients, but they won't be able to perform any actions like answering questions, signing contracts, or making payments.
Set a smart file's expiration date in advance
In the app, begin working on a smart file
At the bottom of your screen, select the triple dot icon
Select Configure file
Select File expiration
Toggle on Automatically expire file
Set when the file should expire
Edit the expiration message
Select whether you want the expiration date to appear on the smart file
Select Save & exit
Manually expire a smart file
You can also manually expire a smart file. Completed smart files cannot be expired.
In the app, select Projects from the bottom menu
Select the project that holds the file you want to expire
Select the file you want to expire
Select Edit file
At the bottom of your screen, select the triple-dot icon
Select Configure file
Select File expiration
Select Expire now
Reactivate a smart file
To reactivate a smart file, clients will regain full access and be able to finish any pending actions. Additionally, automatic payments and payment reminders will be resumed.
If your smart file has payments, especially if they are set to autopay, we recommend making sure you review the payment schedule before reactivating. Invoices with automatic payments will immediately process any overdue autopay payments after reactivation. If you don't want those payments to be processed immediately, remember to adjust the payment schedule before reactivating.
In the app, select Projects from the bottom menu
Select the project that holds the expired file you want to reactivate
Select the expired smart file
Select Edit file
At the bottom of your screen, select the triple-dot icon
Select Configure file
Select File expiration
Select Reactivate file
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