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

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