Monitor expiring documents

These steps show you how to keep an eye on documents that are expiring — think of certificates or permits. That way nothing expires unnoticed. For the Admin or Office role.

Before you start

• The Admin or Office role.

Steps

1. Choose Dossiers in the sidebar. Above the overview you see which documents are about to expire or have already expired.
2. Use the Expiry filter to narrow the list, for example to Expired documents.
3. Open a document in the list to view its details or replace it.

Result

You see at a glance which documents need attention and can act in time.

Related articles

• Add a document to the dossier