{"id":1031,"date":"2026-05-28T14:12:56","date_gmt":"2026-05-28T12:12:56","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&#038;p=1031"},"modified":"2026-05-28T14:12:56","modified_gmt":"2026-05-28T12:12:56","password":"","slug":"suivre-lexpiration-des-documents","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/suivre-lexpiration-des-documents\/","title":{"rendered":"Suivre l\u2019expiration des documents"},"content":{"rendered":"<p><em>L\u2019onglet \u00ab Expiration des documents \u00bb permet d\u2019identifier les documents expir\u00e9s ou arrivant prochainement \u00e0 \u00e9ch\u00e9ance.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Objectif<\/h2>\n\n\n\n<p>Cette fonctionnalit\u00e9 permet de surveiller les documents de la base client et d\u2019agir rapidement lorsqu\u2019un document est expir\u00e9 ou doit \u00eatre renouvel\u00e9.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Actions possibles<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Afficher les documents qui expirent dans 1, 2, 3 ou 6 mois.<\/li>\n\n\n\n<li>T\u00e9l\u00e9charger le document expir\u00e9 ou arrivant \u00e0 \u00e9ch\u00e9ance.<\/li>\n\n\n\n<li>Importer une nouvelle version du document.<\/li>\n\n\n\n<li>Envoyer un lien au client pour lui demander une nouvelle version du document, si le module de communication client est activ\u00e9.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"633\" height=\"185\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/05\/image-2.png\" alt=\"\" class=\"wp-image-1032\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/05\/image-2.png 633w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/05\/image-2-300x88.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/05\/image-2-18x5.png 18w\" sizes=\"(max-width: 633px) 100vw, 633px\" \/><\/figure>\n\n\n\n<p><em>Liste des documents expir\u00e9s ou arrivant \u00e0 \u00e9ch\u00e9ance, avec les actions disponibles.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">R\u00e9sultat attendu<\/h2>\n\n\n\n<p>Apr\u00e8s l\u2019import d\u2019un nouveau document, la fiche client doit refl\u00e9ter la nouvelle version du document et, le cas \u00e9ch\u00e9ant, une nouvelle date d\u2019expiration.<\/p>","protected":false},"excerpt":{"rendered":"<p>L\u2019onglet \u00ab Expiration des documents \u00bb permet d\u2019identifier les documents expir\u00e9s ou arrivant prochainement \u00e0 \u00e9ch\u00e9ance. Objectif Cette fonctionnalit\u00e9 permet de surveiller les documents de la base client et d\u2019agir rapidement lorsqu\u2019un document est expir\u00e9 ou doit \u00eatre renouvel\u00e9. Actions possibles Liste des documents expir\u00e9s ou arrivant \u00e0 \u00e9ch\u00e9ance, avec les actions disponibles. R\u00e9sultat attendu [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[10],"class_list":["post-1031","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-tableaux-de-bord-et-registres"],"year_month":"2026-05","word_count":134,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Bastien Decerf","author_nicename":"bdecerfarcad-lu","author_url":"https:\/\/vigil-solutions.eu\/en\/author\/bdecerfarcad-lu\/"},"doc_category_info":[{"term_name":"KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-category\/kyc\/"}],"doc_tag_info":[{"term_name":"Tableaux de bord et registres","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-tag\/tableaux-de-bord-et-registres\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Suivre l\u2019expiration des documents - Vigil<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vigil-solutions.eu\/en\/docs\/suivre-lexpiration-des-documents\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Suivre l\u2019expiration des documents - Vigil\" \/>\n<meta property=\"og:description\" content=\"L\u2019onglet \u00ab Expiration des documents \u00bb permet d\u2019identifier les documents expir\u00e9s ou arrivant prochainement \u00e0 \u00e9ch\u00e9ance. Objectif Cette fonctionnalit\u00e9 permet de surveiller les documents de la base client et d\u2019agir rapidement lorsqu\u2019un document est expir\u00e9 ou doit \u00eatre renouvel\u00e9. Actions possibles Liste des documents expir\u00e9s ou arrivant \u00e0 \u00e9ch\u00e9ance, avec les actions disponibles. 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