Set an Expiration Date:
From the sidebar, click on Applicants
Click on the name of the applicant you want to update
From the top bar, click on Documents
Under Items, go into the document category where you want to add the file (for example: Application, MVR, PSP, Background Check, etc.)
Click on Upload
Click the box to upload or drag and drop your file:
Add a Name to your document
Select a Status for the document
Select an Expiration Date for the document
Click Save:
You will see a warning icon if the document is close to expiring:
Edit an Expiration Date:
From the top bar, click on Documents
Under Items, go to the specific category where the document is
Select the document you want to edit and click the dropdown trigger
Click Edit
Click on Expiration Date and choose the new date:
Click Save:
You can also find the document in Documents under the top bar, and follow the same steps to set up and update the expiration date:
Now you can easily manage and update expiration dates for all applicant documents!
Need help?
Contact [email protected] or use in our in-app support messenger for assistance!