Document Expiry Dates & Notifications

Navigation: Documents > Manage Documents

Purpose: To set expiry and notification dates for documents that expire yearly to ensure orders do not go out with expired documents.

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• Click on the Documents icon

• Click on the Manage Documents icon

• Click on the Edit Document icon

• Click on the Set Document Expiry check box
• Set the document expiry and Notification Date

NOTE: You will receive a notification email once the document reaches the notification date you entered.  The notification will be set 7 days before Expiry date by default.