- 01
Set document expiry dates
Reminders require a valid expiry date on the source document.
- 02
Open Notification Settings
Enable the document-expiry notification category and choose the required channels.
- 03
Configure recipients
Add the management/HR recipients that should receive operational alerts.
- 04
Configure email/WhatsApp
If using external channels, make sure the company or shared provider settings are saved and tested.
- 05
Allow the scheduled worker to run
The communication worker queues and sends due reminders with duplicate protection.
- 06
Renew the document
When the document is renewed and the expiry date is updated, obsolete pending reminders are skipped.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.