Quick answers
Short answers to the questions people ask most, each linking to the guide it comes from.
When does a document show as due for renewal?
For admins
A set number of days before it ends, set in Settings › Documents. Each document can have its own number of days. See Tracking expiry dates.
How do I renew a document?
For members
Select Renew and add the new version. See Tracking expiry dates.
How do I send a template for signing?
For members
Through Apply during onboarding, or from Staffing. Once completed, it's kept on the person's record. See Templates for signing.
Updated 2026-10-24