Feature
Set an expiration date on any Docuplete session link. Clients are notified when a session is approaching its deadline. After expiration, the link becomes inactive — giving you clean control over your document workflow.
How it works
Details
Set a deadline on any client link. When the expiration date passes, the link stops working — preventing late or stale submissions from entering your workflow.
Clients receive email notifications when they're sent a session link and when the expiration date is approaching — reducing the manual follow-up needed on your end.
Void any session manually from the dashboard at any time — for example, if a client relationship ends or you need to resend with updated prefilled data.
Your dashboard shows every session with its current status: not started, in progress, completed, expired, or voided. See immediately who needs follow-up.
Automated reminders mean you don't need to personally follow up with every client who hasn't completed their interview. The system handles the nudge.
Sessions are saved automatically as clients fill. A client who pauses and returns to the same link before expiration resumes from exactly where they left off.
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