Click on the link ⏬ to skip to the section you're interested in:

Go to the candidate profile and navigate to the Files tab.

Click the upload button to open and select files. This will open the drag-and-drop screen where you can select or drop the files you want to upload.

Once you've selected the files, it will allow you to set the Expiry date by clicking the date in the calendar window:

Head over to the Files tab of a candidate’s profile and add the expiration date

Or, go to the File Library section to see all the documents in one table view.

Go to Settings > Admin Settings > Document Settings > Documents & Checks > Document Type, select the document and assign a user(s).

NOTE: Only the users chosen to be the Verifiers will be displayed on the drop-down.

To update the user's permission, go to Settings > User Management

From the Files tab, select the file by ticking the box. Choose "View | Verify Documents"

Add your feedback, update the Expiry Date if needed and click Approve

Once saved, the Verified Status, Verified Date, and Verified By will be updated.

For more information on setting the verifiers, click here.

You can set the email reminder once you have set the expiry date.

To configure the template of the email reminders, go to Settings > Email Templates > 9. Notifications