Settings category defaults

Find out how to set category defaults that will be taken at the expiration item level

Jose avatar
Written by Jose
Updated over a week ago

Category defaults or category templates allows you to set default values to fields used when creating an expiration item. This helps when a large number of items need to be maintained and created.

Setting up defaults

Templates are configured at the category level. If you go any category, you’ll see at the bottom an option called Set Expiration Item Defaults. If you click yes, a new set of fields will show up to allow to configure the default information that’ll be used when creating a new expiration item.

What information can be configured as default

The following items can be configured as default.

Reminder frequency

Click on the Add Reminder link to configure how many reminders to send when this category is selected, the frequency and the email templates to be used. You can configure as many as needed.

Send alerts after expiration

Configure alerts that will be sent after expiration and how often to send them.

Auto Renew

Configure if items with this category will auto renew and for how much extra time it’ll be.

Enable Acknowledgement

Configure if items with this category will have acknowledgements.

How to use the default template

When you go now and create a new expiration item, all the default information and fields configured in the category will automatically be populated in the item when the category is selected. No extra typing is needed.

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