Tracking document expiration dates

Using expiration items to track document expiration dates for certifications, licenses, contracts, warranties, etc.

32 articles in this collection
Written by Jose and Diane Luc

Expirations

How To Set Up Watched Expirations

This method will allow contacts to receive a copy of notifications, and enable notifications for acknowledgements and comments received.

Written by Diane Luc
Updated over a week ago

Creating a Document Retention

Written by Diane Luc
Updated over a week ago

What are categories

What can be a category depending on your scenario

Written by Jose
Updated over a week ago

Duplicating an Expiration Item

How to generate a copy of an Expiration Item and its contents

Written by Diane Luc
Updated over a week ago

Creating an expiration

Find out how to create an expiration to track a contract expiration date or any other document expiration date

Written by Jose
Updated over a week ago

Renewing an expiration

Find out how to renew an expiration, a certification, a license, a contract, permits, etc.

Written by Jose
Updated over a week ago

Managing the status of an expiration

Find out how to change the status of an expiration to archived, no date, missing or on hold

Written by Jose
Updated over a week ago

Changing the reminder frequency

Find out how to change the reminder frequency for expirations

Written by Jose
Updated over a week ago

Automatic and recurring renewals

Find out how to set an expiration in automatic renewal so it's renewed on its own

Written by Jose
Updated over a week ago

Copying an expiration

Find out how to create a copy of an expiration

Written by Jose
Updated over a week ago

Adding custom fields to expirations

Find out how to add custom field or attributes to expiration items

Written by Jose
Updated over a week ago

Custom field types

Find out more information about the different custom field types

Written by Jose
Updated over a week ago

Past activity timeline

Find out the history of everything that has happened in an expiration in the audit and history timeline

Written by Jose
Updated over a week ago

Upcoming activities timeline

Find out any upcoming activities for an expiration like future notifications and schedule

Written by Jose
Updated over a week ago

Requesting acknowledgements

Find out how to request acknowledgements to contacts receiving notifications

Written by Jose
Updated over a week ago

Archiving and unarchiving an expiration

Find out how to archive and unarchive an expiration

Written by Jose
Updated over a week ago

Adding a note to an expiration

Find out how to add multiple notes to an expiration

Written by Jose
Updated over a week ago

Categories

Sending notifications after expiration

Find out how to send notifications and messages after an expiration is expired

Written by Jose
Updated over a week ago

Creating a category

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

Written by Jose
Updated over a week ago

Settings category defaults

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

Written by Jose
Updated over a week ago

Adding custom fields to a category

Find out how to add custom fields specifically to a category

Written by Jose
Updated over a week ago

Grouping custom fields in tabs

Find out how to place custom fields in different tabs in the screen

Written by Jose
Updated over a week ago

Including expiration files in notifications

Find out how to include files and attachments in expiration items in automatic notifications

Written by Jose
Updated over a week ago

Category groups

Find out how to create multiple expiration items in one click with category groups

Written by Jose
Updated over a week ago

Deleting a category

Find out how to delete a category and all the expirations related to that category

Written by Jose
Updated over a week ago

Sharing categories between workspaces

Find out how to share categories between workspaces

Written by Jose
Updated over a week ago

Search and filtering

Tags

How to create a Tag and where to apply them

Written by Diane Luc
Updated over a week ago

Searching for expiration items

Find out how to search, filter and create reports for expirations and document expiration dates

Written by Jose
Updated over a week ago

Creating views

Find out how to create views and predefined filters and customized columns

Written by Jose
Updated over a week ago

Exporting to Excel

Find out how to export expiration items to an Excel spreadsheet

Written by Jose
Updated over a week ago

Bulk changes

Exporting files

Find out how to export files or documents added to expirations

Written by Jose
Updated over a week ago

Changing reminder frequency in bulk

Find out how to change the reminder frequency in bulk or in mass

Written by Jose
Updated over a week ago