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 |