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Tracking document expiration dates
Using expiration items to track document expiration dates for certifications, licenses, contracts, warranties, etc.
How To Set Up Watched ExpirationsThis method will allow contacts to receive a copy of notifications, and enable notifications for acknowledgements and comments received.
Creating a Document Retention
Copying an Expiration ItemHow to generate a copy of an Expiration Item and its contents
Creating an Expiration ItemFind out how to create an expiration item to track a contract expiration date or any other document expiration date
Renewing an ExpirationFind out how to renew an expiration, a certification, a license, a contract, permits, etc.
Managing the Status of an ExpirationChange the status of an Expiration or archive it for your records!
Changing the Reminder FrequencyFind out how to change the reminder frequency for your Expiration Items
Automatic and recurring renewalsFind out how to set an expiration in automatic renewal so it's renewed on its own
Adding custom fields to expirationsFind out how to add custom field or attributes to expiration items
Custom field typesFind out more information about the different custom field types
Expiration Activities Timeline - Upcoming & PastFind out any upcoming activities for an Expiration Item like past and future reminders, item history, etc.
Requesting acknowledgementsFind out how to request acknowledgements to contacts receiving notifications
Adding Notes to an Expiration ItemFind out how to add multiple notes to an expiration
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
Searching for expiration itemsFind out how to search, filter and create reports for expirations and document expiration dates
Creating and Customizing List ViewsFind out how to create list views with predefined filters and customized field columns
Exporting List Views to ExcelFind out how to export your expiration/contact item list view to an Excel spreadsheet
Exporting List Views to PDFFind out how to export your expiration/contact item list view to a PDF document.
TagsHow to create a Tag and where to apply them