Steps to Update the Status of an Expiration Tracker in Double Nickel
From the sidebar, click on Expirations
Select the expiration tracker you want to update
In the right-side menu, click on Edit
In front of Status, select the new status:
Renewed: Marks the tracker as renewed and cancels all scheduled notifications. Use this when the document has been updated or replaced.
Cancelled: Cancels the tracker and all scheduled notifications. This action cannot be undone.
Archived: Archives the tracker and cancels all scheduled notifications. Use this to keep a record without actively tracking it.
Click on Confirm
Now you can update expiration trackers and manage notifications based on your workflow needs!
Have Questions or Need help?
Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.