Where to Set the Default Expiry Date
Expiry dates are configured at Template level.
When editing a template, go to Expiry Settings. Here you can:
Enable Set Default Expiry Date
Define how long contracts expire after issuance (Days, Months, or Years)
Choose the number (e.g. 2 Years)
Every contract issued from that template will automatically inherit this expiry period.
Allow (or Prevent) Issuers from Changing the Expiry Date
As the template creator, you control whether issuers can override the default expiry date.
Enable Allow Issuers to Override Expiry Date if:
Different contracts need different durations
You want flexibility at issuance stage
Disable it if:
Contract duration must stay consistent
Expiry is part of your compliance setup
This keeps governance at template level while still allowing operational flexibility where needed.
Insert the Expiry Date Inside the Contract (Optional)
Connie includes a SmartTag: Contract Expiry Date. If added to your template, the expiry date will automatically populate inside the contract document.
Before using it, consider:
Is the expiry date part of the legal agreement?
Or is it only an internal tracking mechanism?
In many workflows, expiry is operational rather than contractual. Only include the SmartTag if the date should appear in the signed document.
Monitor Expiring Contracts
You can track all contracts under /Expiring
Here you can see:
Contracts that are about to expire
Contracts that have already expired
Contracts whose expiration date you have chosen to ignore
This gives production teams, legal, and operations full visibility.
What You Can Do When a Contract Expires
Via the contextual menu on each document (the three small dots) you can:
Renew
Creates a duplicate of the original contract, carrying over the information. You can adjust details and re-issue it.
Renewal is especially useful for recurring agreements, talent contracts, supplier agreements, rights agreements or long-running productions.
Archive
Move it out of active circulation while keeping it stored.
Do nothing and ignore
Leave it expired without further action.
Typical Use Cases
Fixed-term employment or contractor agreements
Location agreements with time limits
Talent agreements tied to production periods
Subscription or licensing contracts
If you need guidance on reminders and notifications related to expiry, see our article on Notifications.