Creating a CategoryFind out how to create a category to track different document types
Sending notifications after expirationFind out how to send notifications and messages after an expiration is expired
Settings category defaultsFind out how to set category defaults that will be taken at the expiration item level
Adding custom fields to a categoryFind out how to add custom fields specifically to a category
Grouping custom fields in tabsFind out how to place custom fields in different tabs in the screen
Including expiration files in notificationsFind out how to include files and attachments in expiration items in automatic notifications
Category groupsFind out how to create multiple expiration items in one click with category groups
Deleting a CategoryFind out how to delete a category and all the expirations related to that category
Sharing categories between workspacesFind out how to share categories between workspaces