GHL: Document Expiry – Stop Stale Contracts & Get Paid!

GoHighLevel’s new Document Expiry feature gives you the power to add expiry dates to your documents.  You can set this up to apply globally at the location level, or you can customize it for individual documents. By default, this setting is turned off, so you have complete control over when and where to use it.    

Here’s how it works:

• Setting expiry in days: You simply specify the number of days a document is valid. The countdown starts the moment the document is sent, and GoHighLevel uses your location’s timezone to ensure accuracy.    
• Automatic expiry handling: When a document reaches its expiry date, it’s automatically marked as “Expired.” Recipients can no longer sign or fill it out. Instead, they’ll see a message prompting them to contact the sender for further instructions.    
• Dashboard view: GoHighLevel provides clear visibility of expiry information. You’ll see an “Expires In” column and the expired status in your document list view. Plus, the expiry information is displayed within the document itself, so signers are always aware of the deadline.    
• Warning notifications: You can enable optional email and in-app reminders to be sent to recipients 1 day before the expiry date. This can be configured globally or per document, giving you flexibility in how you manage your notifications.    
• Customizable reminder emails: GoHighLevel allows administrators to fully customize the subject line and content of expiry reminder emails. This ensures that your communications maintain your brand’s voice and tone.    

The Document Expiry feature is your new best friend for keeping those contracts on track. It’s found within the Documents section of GoHighLevel, and you can tweak it to work globally for all your documents or set it up individually for each one.  Let’s walk through how to get this set up so you can start automating those deadlines!    

1. Go to the Documents section in your GoHighLevel location.
2. Navigate to the settings or configuration area. (The exact name might vary slightly depending on your GoHighLevel setup, so keep your eyes peeled!)
3. Look for the Document Expiry option and toggle it on to enable it globally. This means that, by default, all new documents you send out will have the expiry feature active.

• Important Note: Even if you enable it globally, you’ll still have the flexibility to adjust or disable it for individual documents later on.    

1. Open the specific document you want to set an expiry for.
2. Find the Expiry Date field or setting. It might be labeled slightly differently, such as “Document Expiration” or something similar.
3. Enter the number of days until the document expires after it’s sent.

• For example, if you enter “14,” the recipient will have 14 days from the moment you send the document to sign it.
• GoHighLevel will automatically calculate the actual expiry date based on when you send the document and your location’s timezone. This is super helpful for avoiding confusion across different time zones!    

1. In the Document Expiry settings, find the Reminder Notifications.
2. Enable email and/or in-app reminders. You can choose to notify recipients via email, within the GoHighLevel platform, or both!
3. Set the reminder time.

• For example, you might want to send a reminder 1 day before the document is set to expire. This gives the recipient a friendly nudge to complete the signing process.
• You can usually customize the timing of these reminders to fit your workflow.    

1. Locate the Email Templates section in GoHighLevel.
2. Find the “Document Expiry Reminder” template. (Again, the exact name might vary a bit.)
3. Customize the subject line and email body as needed.

• This is where you can really inject your brand’s personality!
• You can personalize the message, add your logo, and tailor the language to match your usual communication style.

And that’s it! You’ve successfully set up the Document Expiry feature. Now you can sit back, relax, and let GoHighLevel handle those pesky deadlines.

This new Document Expiry feature is a game-changer for teams that rely on timely document execution.  Until now, there was no easy way to enforce deadlines, remind signers, or automatically manage expirations. But with this update, you can:   

• Prevent stale or outdated contracts from being signed.
• Create urgency and accountability with recipients.
• Maintain compliance and control over sensitive agreements.    

Here’s how different teams can benefit:

• Legal: Ensure timely execution of legal agreements and prevent disputes over deadlines.
• HR: Streamline onboarding processes and track document completion for new hires.
• Compliance: Maintain control over sensitive documents and enforce regulatory deadlines.    

Here are a few use cases:

• Legal contracts (client agreements, NDAs)
• HR onboarding documents (offer letters, employee handbooks)
• Sales agreements (proposals, quotes)  

• Set realistic expiry times: Consider the complexity of the document and give recipients enough time to review and sign.
• Use customizable emails to reinforce your branding: Keep your communication consistent and professional.
• Automate reminders: Don’t rely on manual follow-ups. Let GoHighLevel do the work for you.    

GoHighLevel’s new Document Expiry feature empowers users to automate contract deadlines, enforce accountability, and streamline document workflows.  Take control of your contracts and boost your business efficiency with Document Expiry. Give it a try today!   

Ready to simplify your document management? Click here to learn more and get started with GoHighLevel’s Document Expiry.    

Engagement Question

How will you incorporate Document Expiry into your workflows? Share your thoughts and questions in the comments below!