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Categories & Expirations
Learn about tracking document expiration dates for certifications, licenses, contracts
Creating a CategoryFind out how to create a category to track different document types
Automatic and Recurring RenewalsFind out how to set an expiration in automatic renewal so it's renewed on its own
Category GroupsFind out how to create multiple expiration items in one click with category groups
Real time Updates with Smart CategoriesFind out what Smart Categories are and how they can be applied to track in real-time.
Deleting a CategoryFind out how to delete a category and all the expirations related to that category
Advanced Category OptionsDetails about managing the "Advanced" tab of your Categories.
Setting Category DefaultsFind out how to set category defaults that will be taken at the expiration item level
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!
Copying an Expiration ItemHow to generate a copy of an Expiration Item and its contents
Expiration Activities Timeline - Upcoming & PastFind out any upcoming activities for an Expiration Item like past and future reminders, item history, etc.
Adding NotesFind out how you an add notes to expirations, contacts, locations, etc.
Creating Expirations from AutomationsFind out how to create an expiration from an automation
Tracking Birthdays or AnniversariesFind out how to track employee or customer birthdays
Bulk Editing Contacts and ExpirationsFind out how to edit contact or expiration details in bulk