Changing the Reminder Frequency

Learn how to adjust the reminder frequency for expiration e-mail notifications at both the Document Type and individual Expiration Item levels.

Expiration Reminder allows you to customize when notifications are sent for upcoming and past-due items. By default, reminders follow a standard schedule, but you can adjust these settings at either the Document Type or Expiration Item level to better suit your needs.
This guide explains how to make these changes step-by-step.

• Changing the Reminder Frequency at the Document Type
• Changing the Reminder Frequency for an Expiration Item

Default Reminder Frequency

By default, Expiration Reminder sends automatic notifications as follows:

• 30 days before the expiration date

• 15 days before the expiration date

• 5 days before the expiration date

• 1 day before the expiration date

• 1 day after the expiration date (once the item is officially expired)

This default frequency can be customized either at the Document Type level or the Expiration Item level, depending on your needs.

Changing the Reminder Frequency at the Document Type 

Adjusting the reminder frequency at the Document Type level updates the frequency for all expiration items associated with that Document Type. This ensures consistency across all items categorized under that type.

Steps to Change the Reminder Frequency at the Document Type Level:

1. Click on your name in the top-right corner of the screen and select Settings.

2. In the left menu under Manage, click on Document Types.

3. From the list of Document Types, select the one you want to update (or create a new one).

4. On the edit screen, adjust the reminder frequency as needed (shown in screenshot below).

5. Click Save to apply your changes.

Once updated, the new frequency will automatically apply to all expiration items using that Document Type.

Changing the Reminder Frequency for an Expiration Item

If you need a unique reminder frequency for a specific expiration item, you can customize it at the expiration level. Changes made here will override the frequency set at the Document Type level for this specific item only.

Steps to Change the Reminder Frequency for an Expiration Item:

1. Open the expiration item you want to update or create a new one.

2. Navigate to the Reminders tab.

3. Adjust the reminder frequency as needed for this individual item.

4. Save your changes.

Please note: Once you customize the reminder frequency at the expiration item level, the Document Type’s frequency settings will no longer apply to that specific item.