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Candidate Document Expiry Management
Candidate Document Expiry Management
Here's how you can set reminders for expired documents
Sam avatar
Written by Sam
Updated over a week ago

To set an expiration date for candidate documents, head over to the Files tab of a candidate’s profile and input the expiration date of the file. 

Here’s how:

You may also want to schedule email reminders to yourself (or teammates) when these documents are due to expire, especially for visas, licences, and compliance forms. 

See below:

To configure the template of the email reminders. 

Go to Menu > Settings > Select Email Templates

Email Template Number

Entity

9.10

Candidate's document reminder

9.11

Deal's document reminder

9.12

Contact's document reminder

9.13

Job's document reminder

9.14

Company's document reminder

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