View Categories

01.04 – Track document expiry

Table of Contents

The «Document Expiry» tab allows you to identify expired or soon-to-expire documents.

Possible actions #

  • Display documents expiring in 1, 2, 3 or 6 months (selection possible in the top right corner).
  • Download the expired or expiring document.
  • Import a new version of the document (the document will be directly imported into the relevant client folders)
  • Send a link to the client to request a new version of the document (if the client communication module is activated.)
  • Directly modify the expiry date of a document
List of expired or expiring documents, with available actions.