ClientPoint has introduced a new feature designed to give your clients more flexibility when accessing their ClientPoints and signed documents. This feature extends the expiration window of ClientPoints, ensuring that recipients have a longer time to view their documents if they sign near the expiration date. This enhancement is particularly helpful when prospects or clients need additional time but might otherwise lose access immediately after the expiration.
How the ClientPoint Expiration Extension Works
Imagine the following scenario: You inform your client that the ClientPoint will expire in one week. If they sign the document on day 6 and the ClientPoint expires on day 7, they would no longer be able to access the ClientPoint or its signed documents. However, with the expiration extension feature, you can give the recipient an additional window—such as a 5-day extension—so they can access the signed document even after the original expiration.
This feature ensures that you can still provide your clients with access to their signed documents without worrying about them missing out if they sign near the expiration time.
How to Manage the Expiration Extension Setting
To enable this feature and configure the expiration extension, follow these simple steps:
- Navigate to Settings: From your ClientPoint dashboard, go to Settings.
- Advanced Settings: In the Settings menu, select Advanced Settings.
- Enable the Feature: Choose Advanced Configuration and expand Create ClientPoint Configuration. Look for the Extend expiration date after signature option.
- Activate the Extension: Put the number of days to Enable and click Save.
Once this setting is enabled, your recipients will automatically receive the extended expiration window when they sign near the expiration date.
Benefits of the Expiration Extension Feature
- Improved Client Experience: Clients who sign documents just before the expiration date will have continued access to their ClientPoint, enhancing their overall experience.
- Reduced Confusion: This feature prevents issues where clients lose access to important documents, even after they have signed them.
- Increased Flexibility: You can offer your clients more time to review and download documents without worrying about missed deadlines.
By utilizing the ClientPoint Expiration Extension, you can improve client relationships, ensure better document management, and offer greater flexibility, ultimately leading to smoother business operations.
Have any questions? Please contact support@clientpoint.net.