Advice and answers from the Expiration Reminder Team
Getting Started
See how to get started with Expiration Reminder
Importing Excel Files
How to import your excel files to your Expiration Reminder Account
Tracking document expiration dates
Using expiration items to track document expiration dates for certifications, licenses, contracts, warranties, etc.
Managing employees, vendors, contractors or customers
Using the contacts feature to manage employees, vendors, contractors, suppliers, customers, clients or any other person.
Managing locations and sites
Group expirations by locations and sites
Managing equipment
Group expiration items by equipment
Managing Vehicles
Group expiration items by vehicles, trucks, fleet and more
Customizing notifications
Customize the notification content, the reminding frequency and when to escalate
Supporting contacts
Find out how to send one off notifications, view contact replies and respond to them
Workspaces
Find out how to separate data in Expiration Reminder
Users and permissions
Manage users and permissions
One click compliance
Using roadmaps, compliance rules, policies and designations for compliance
Reporting in Expiration Reminder
Create custom reports and using the dashboard to view reports
Real time expiration date update
Different providers and sources which allows real time expiration date update
Automation
Learn how to automate tasks in Expiration Reminder
API and Integrations
Find out how to integrate Expiration Reminder with other applications
Security
Learn about two factor authentication and single sign-on
Account and Billing
How to upgrade or downgrade the account, view invoices and update payment information