Expiry reminders

The Document Vault tracks expiry dates and reminds the right people before things lapse — contracts, certifications, licenses.

Setting an expiry

When uploading or editing a document, fill in Expiry date. That's it.

Reminder cadence

Reminders fire on a configurable cadence:

• 90 days before expiry (Enterprise default) — to the document owner.
• 30 days before — to the owner + their manager.
• 7 days before — to the owner, manager and HR.
• On the day — same group with "EXPIRES TODAY" subject line.

You can change the cadence per category under Admin → Document Categories.

The Compliance Calendar

All upcoming expiries roll up into the Compliance Calendar:

• Sidebar → Documents → Compliance Calendar.
• See every renewal in the next 6 months at a glance.
• Click any item to open the document.

Auto-renewal flow

For documents that follow a renewal pattern (annual licenses, quarterly certifications):

1. Open the document.
2. Click Set up auto-renewal.
3. Pick:
   • Renewal cadence (annual / quarterly / monthly)
   • Who's responsible
   • Reminder offsets

When the date approaches, a renewal task is auto-created with the responsible person.

Bulk reassignment

When a person leaves, their owned documents need a new owner. Under Documents → Vault → Bulk reassign:

1. Filter by previous owner.
2. Pick a new owner.
3. Apply.

Next step

Document signing →