Document status at a glance
Every document in your workspace shows a status so you know where things stand:How to set reminders
Reminders nudge signers who have not finished yet. They go out based on the reminder schedule you setThey go out based on the reminder schedule you set. Suresign defaults to reminding every 3 days. Admins can change the default for new documents in Settings > Sending.Open reminder settings
Choose a schedule
Send the document
How to set expiry dates
An expiry date closes the document if no one has signed by then. This prevents old links from staying open forever. Suresign defaults to 30 days. Admins can change the default for new documents in Settings > Sending.Choose an expiry
Send the document
Extend vs Reopen: two different fixes
Plans change. If a signer needs more time, you have two options depending on whether the document is still open or already expired.How to extend a date
Suresign defaults to reminding every 3 days. Admins can change the default for new documents in Settings > Sending.Open reminder settings
Choose a schedule
Send the document
How to set expiry dates
An expiry date closes the document if no one has signed by then. This prevents old links from staying open forever. Suresign defaults to 30 days. Admins can change the default for new documents in Settings > Sending.Choose an expiry
Send the document
Extend vs Reopen: two different fixes
Plans change. If a signer needs more time, you have two options depending on whether the document is still open or already expired.How to extend a date
Find theFind the document
Choose Exthoose Extend
How to reopen an expired documentHow to reopen an expired document
Find the expired document
Choose Reopen
Add a message (optional)
How to cancel a document
If you no longer need signatures, you can cancel the document.Open the document
Choose Cancel
What the agent can do
The agent can remind signers, extend dates, reopen expired documents, and tell you what expires this week. You can ask it in plain language:- “What expires this week?”
- “Extend the Northwind NDA by 5 days.”
- “Remind everyone who has not signed yet.”
- “Reopen the expired offer letter for Jordan Lee.”
Next steps
Templates and open links
Ask the agent
Find the expired document
Choose Reopen
Add a message (optional)
How to cancel a document
If you no longer need signatures, you can cancel the document.Open the document
Choose Cancel
What the agent can do
The agent can remind signers, extend dates, reopen expired documents, and tell you what expires this week. You can ask it in plain language:- “What expires this week?”
- “Extend the Northwind NDA by 5 days.”
- “Remind everyone who has not signed yet.”
- “Reopen the expired offer letter for Jordan Lee.”

