Set an expiry date for a document

How to add an expiry date when you upload a document.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

When you upload a document you can set an expiry date for it.

📎NOTE: Before you can set an expiry date, you must have set up at least one trackable document category.

  1. Upload a document as you usually would.

  2. Under category, select the category that is a trackable document category.

    When you select a trackable document category, the following options appear:

  3. Select which employee the document is for.

  4. Select the Type of document. Your options are determined by which were added within the trackable document category.

  5. Under Does this document expire? select Yes.

  6. Select an expiration date.

  7. When finished, click Upload.

The document appears for the relevant employee just like it does for any other document. Either in the documents section on the main menu or the documents tab in the employee menu.

You can view, edit, or delete the document, as well as see its expiry date.

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