Set Document Expiry Dates and Reminders in the Minute Book

Overview

Note: Document expiration dates can only be applied to documents stored inside the Minute Book of an entity. Expiry tracking is not available for documents stored in global Documents or outside the Minute Book. Bulk expiration updates are not currently supported.

Set an Expiration Date and Reminder

1. Navigate to Entities and select the desired entity
2. Click Minute Book in the navigation panel
3. Select the document requiring an expiry date and click Edit
4. Locate the Expiration Date and Reminders section in the edit panel
5. Enter or select the Expiration Date
6. Check the Reminder box to set a reminder
7. Select a timeframe under Remind*:
   • The week before expiry
   • On expiry
   • The week before and on expiry
8. Choose the Reminder Type delivery method: Email, in-app Notification, or both Email and notification
9. Set the Priority level for the alert (Very High, High, Medium, Low, Very Low, None)
10. Select the Recipients to receive the notification
11. Enter a custom Message on expiry for the recipient
12. Click Save

Note: Selecting The week before expiry or The week before and on expiry requires the Expiration Date to be set at least 7 days into the future.

View and Sort Document Expiration Dates

• In the left panel of the Minute Book, click Sort and select Expiration Date to reorder documents in ascending or descending order
• In the right panel of the Minute Book, click the view dropdown and select Expiration Date to display expiry dates alongside document names
• Expired documents display an expiration date accompanied by an alert icon in both views
• In-app notifications appear under Activity when triggered

Video Instructions