Automatic Signature Resend on Expiry

Available from v0.1.377

Overview

When a signature request expires, the platform now automatically re-sends the signature link to the relevant party — no manual intervention required from the agent. This keeps check-outs, deposit deductions, and inspection sign-offs moving without unnecessary delays.

How It Works

The signature-expiry-sweep Inngest function runs on a scheduled cadence to detect expired signature requests. In the same processing step that marks a request as expired, the function now:

1. Generates a new token for the signature request.
2. Re-sends the email to the partyEmail stored on the original request.
3. Creates an info-level in-app notification for the agent confirming that the auto-resend was performed.

If the party still does not sign and the new request expires again, the process repeats up to a configurable maximum number of attempts (N). Once that threshold is reached, the system escalates to the agent with a warning-level notification indicating manual action is needed.

Notification Levels

Situation	Agent Notification Level	Agent Action Required?
Signature expired, auto-resend succeeded	info	No
Auto-resend failed / max attempts reached	warning	Yes
Org has opted out of auto-resend	warning	Yes

Opting Out

Organisations that prefer to manage signature resends manually can disable this feature via an opt-out setting in their organisation configuration. When opted out:

• The system still marks the signature as expired.
• A warning-level notification is sent to the agent (the previous behaviour).
• No automatic resend email is sent.

To update this setting, navigate to Settings → Organisation → Signatures and toggle Auto-resend on expiry.

Frequently Asked Questions

Will the party receive duplicate emails? No. The original expired token is invalidated before the new one is generated and sent.

Is the resend email distinguishable from the original? The email content is the same as the original signature request email. The token it contains is newly generated and valid for the standard expiry window.

What counts as a failed auto-resend? A resend is considered failed if the email cannot be delivered (e.g. a bounce or a provider error). Delivery issues are logged and counted toward the N-attempt threshold.

Can agents still manually resend at any time? Yes. The Resend button on Dashboard → Signatures remains available regardless of the auto-resend setting.