Creating a Category

Find out how to create a category to track different document types

Jose avatar
Written by Jose
Updated over a week ago

An Expiration Reminder account can have as many Categories as they require in Expiration Reminder.

What is a Category

Categories are one of the main drivers for Expiration Reminder configuration. They describe the different types of items that are tracked in the application. They also drive the custom fields for the items, the email templates to be used for notifications and the templates to be used when creating new items to accelerate data entry.

Any type of item being tracked can be a category. For example:

If you’re tracking employee certifications on the medical field, your Categories might be:

  • Nurse certification

  • First Aid certification

  • Paramedic certification

If you’re tracking permits in real estate field, your Categories might be:

  • Fire permit

  • Sprinkler permit

  • Elevator permit

  • Building permit

Creating the category

To create a category, first click on Your Name on the top corner for your drop-down menu and then on Settings.

Find the "Categories" on the left menu under the Manage heading to see all categories on the workspace. The green "New Category" button is where we can add a new Category to define Expiration Items.

From the new screen, enter the name of the Category - this is the only required field. You can also enter a description and modify the frequency of your Reminder Notifications if needed.

The default reminder frequency is 30 days, 15 days, 5 days and 1 day before the expiration date - this is in place for all Categories unless otherwise edited.

For more information on Changing the Reminder Frequency, we have a Help Article here: Changing the Reminder Frequency | Expiration Reminder Help Center

Click the green "Save" to create the new category.

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