You can create as many categories as needed in Expiration Reminder. In fact, the more you can categorize your documents, the more flexibility you’ll have when searching, filtering and configuring.

Creating the category

To create a category, first click on Your Account on the top menu and then on Settings.

Then click on Categories on the left menu to see all categories on the workspace.

Now click on green button to add a new category.

From the new screen, enter the category name which is the only required field. You can also enter a description and modify the reminder frequency if needed. The default reminder frequency is 30 days, 15 days, 5 days and 1 day before the expiration date.

Click Save to create the new category.

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