Document Expiry (Optional Feature)

Modified on Thu, 12 Jun at 9:38 AM

The Document Expiry feature allows you to set an expiry date on uploaded documents to receive timely reminders before they expire. While this is not a mandatory setting, it can be very useful for documents like ID cards, contracts, agreements, and other time-sensitive records.


Note: Documents are not deleted after expiry. They remain in the system for your reference or future action. 


Viewing Expired Documents

To view expired documents:
Go to Documents > Document Tracking.



 


Document Expiry Reminder Logic

Once an expiry date is set, reminders will be sent based on the following schedule:

  • 1 month before the expiry date

  • 2 weeks before the expiry date

  • Daily reminders starting 1 week before the expiry date until the document expires


Uploading a Document with an Expiry Date

When uploading a document, you’ll have the option to enter an expiry date. This ensures that the system sends timely notifications, helping you stay ahead of any critical renewals or updates.

To see expired documents, Navigate to Documents > Document Tracking.


 












Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article