Getting started with Documents

Keep certificates, licences and other documents in one place, and see what's due for renewal before it runs out.

The Set up Documents checklist on the dashboard walks you through it:

1. Add your first document.

2. Decide when renewals are flagged. Documents read Due for renewal a set number of days before they end.

3. Optionally, create a template to send for signing.

Updated 2026-10-24