Tracking expiry dates
The dashboard counts documents that have expired, are due for renewal, are valid, and have no end date.
Needs renewal lists expired documents first, then those due soon.
Coming up lists documents that end in the next 90 days.
Select Renew to add the new version. Anyone can add a document to My digest to be reminded.
Set how many days ahead documents are flagged, and your categories, in Settings › Documents. Each document can also have its own number of days.
Updated 2026-10-24