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

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