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. Follow the steps in our upload a document guide.

  2. Under category, select the category which 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.

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


Return to Set up trackable documents

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