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Document Types & Expirations

Document Types & Expirations

Learn about tracking document expiration dates for certifications, licenses, contracts

Document Types

Creating a Document Type

Automatic and Recurring Renewals

Document Type Groups

Deleting a Document Type

Advanced Document Type Options

Live Updates with Smart Document Types

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Expirations

Adding an Expiration Item

Renewing an Expiration

Copying an Expiration Item

Managing an Expiration Status

Adding a Note

Creating Expirations from Automations

Tracking Birthdays or Anniversaries

Bulk Edit Menu

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