Infinity3 Help Centre

Limit how long a proposal or agreement remains available for signing when its terms are time-sensitive.

Before you start

You’ll need permission to manage Documents & Contracts. Agree the acceptance deadline and make it clear in the document or accompanying message.

Review the business account’s timezone before setting the expiry.

Configure expiry before sending

1. Open Payments → Documents & Contracts.
2. Open the intended draft.
3. Open the available document settings and expiry controls.
4. Enable document expiry and set the supported expiry period.
5. Review the resulting deadline against your intended acceptance window.
6. Enable the optional one-day-before-expiry reminder if required.
7. Save and check the settings before sending.

Expiry is calculated from sending using the business account’s timezone, rather than each recipient’s timezone.

After expiry

The document is marked Expired and recipients can no longer sign or complete its fields. The record remains available to your team for reference.

If you need a different deadline after sending, create and review a new document. The sent document’s expiry date cannot be changed.

Things to know

• Reminder emails need to be enabled; do not assume they are on by default.
• Expiry does not automatically send a separate post-expiry email.
• Check for outstanding versions before sending a replacement so the customer knows which one to use.

Contact Infinity3 with the document title and expected deadline if the expiry controls or result are unclear.