If you're relying on spreadsheet to manually track document expiration dates, stop 🛑
📅 Use the 'Reminder' column in the File Library to manage expiry dates and reminders:
Set a reminder date and tell Vinny who to send those reminders to.
Built-in alerts remind you of upcoming expiration dates so you can stay compliant.
Save your compliance team time and admin. This is a feature we built to help you scale.
🔥 PRO TIP: Create a custom smart view called 'Compliance Management' in the File Library so your compliance teams get an easily accessible dashboard view of all things compliance-related.
Go over to this Column to see who the reminders are set for:
Note: You will need to set an expiry date in order to set a reminder and select the users.