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Document Expiry Reminders
Document Expiry Reminders

Set reminders for your documents expiration dates

Mike avatar
Written by Mike
Updated over a week ago

If you're relying on spreadsheet to manually track document expiration dates, stop πŸ›‘

πŸ“… 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.

πŸ”₯ 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.

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