Tracking document expiration dates

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

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Expirations

What are categories

What can be a category depending on your scenario
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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
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Renewing an expiration

Find out how to renew an expiration, a certification, a license, a contract, permits, etc.
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Managing the status of an expiration

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

Find out how to change the reminder frequency for expirations
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Automatic and recurring renewals

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

Find out how to create a copy of an expiration
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Adding custom fields to expirations

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

Find out more information about the different custom field types
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Past activity timeline

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

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

Find out how to request acknowledgements to contacts receiving notifications
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Archiving and unarchiving an expiration

Find out how to archive and unarchive an expiration
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Adding a note to an expiration

Find out how to add multiple notes to an expiration
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Updated over a week ago