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

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