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Help Center
Tracking Items & Documents
Tracking Items & Documents
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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