Follow these steps to create new expiration reminder. From the Dashboard or from Explorer page, click +New button. Association: Select folder to associate your expiration reminder. Your new expiration reminder will be saved in this folder. You can always create new folders. Document Data: Select a document type from the list. You can add more document types. Every document type can have pre-defined FIELDS. You […]
Category: Expiration Reminders
Edit Expiration Reminder
Follow these steps to edit expiration reminder. Go to Explorer or All Documents. In the document list, click Edit button. You can also Edit the document from the document details page. Once you are on the Edit Page, change the details you want. Once you have done with the changes, click Save Changes button.
Delete Expiration Reminder
Follow these steps to delete a expiration reminder. Go to Explorer or All Documents. In the document list, click Delete button. Click OK in the confirmation window.