Skip to main content
All CollectionsVincere Core
Set expiry dates and reminders for onboarding documents
Set expiry dates and reminders for onboarding documents

Keep up to date with your candidate's documents

Sam avatar
Written by Sam
Updated over a week ago

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

Setting Document Expiry

1/ When uploading new documents

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:

2/ For Existing Documents

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.

Setting Verifiers

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

How to verify the document

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.

How to set email reminders

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

Reminder emails can be set to a team(s) or user(s)

Email templates

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

Email Template Number



Candidate's document reminder


Deal's document reminder


Contact's document reminder


Job's document reminder


Company's document reminder

Did this answer your question?