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How to expire a file: set an expiration date in advance or manually expire

Expire a file

Choose a look for your smart files, a specific file, or apply your theme to templates.

Set theme of smart file

Set custom fonts in your files so they better match your company branding

Use custom fonts in files

Send your client to a new page when they submit a smart file you've shared with them (like a confirmation page).

Redirect your clients when they submit a smart file

Learn how your clients can interact with expired smart files.

Your clients' experience with expired smart files

Un-expire a smart file that you previously expired so your client can continue filling it out

Un-expire an expired file

Expire or unexpire a smart file from your mobile device.

Expire or reactivate a smart file with the app

Adjust Smart File Settings

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Free File Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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