Expiration Reminder Docs

Communicating with People(9)

• Escalation rules
• Managing contact types
• Importing contacts
• Setting up contacts to receive SMS
• Adding custom fields to contacts

Getting Started(5)

• New Simplified Experience
• How Do I Log In?
• How Does the 14-day Free Trial Work?
• Minimum Requirements
• Getting Started with Expiration Reminder

Integrated Messaging(5)

• Configuring what users receive incoming messages
• Adding attachments to an expiration item
• Replying to a message
• Managing the message status
• Receiving replies

Integrations(21)

• Greenhouse Integration
• Microsoft Flow Integration
• Zapier Integration
• Pipedrive Integration
• Freshdesk App

Managing Categories(8)

• Category groups
• Grouping custom fields with tabs
• Deleting a custom field
• Adding custom fields
• Setting category defaults

Managing Notifications(6)

• Mobile templates
• Formatting email templates
• Inserting variable fields in a template
• Adding an email template
• Email templates

Managing your Account and Billing(5)

• Updating billing and payment information
• Methods of payment
• Invoices
• Nonprofit 501(c)(3) Organizations
• How to upgrade or downgrade your plan

Security(3)

• 2FA: Two-Factor Authentication
• Single Sign-On – OneLogin
• Single Sign-On

Separating Data(5)

• Switching between workspaces
• Delete a workspace
• Add a workspace
• Workspace permissions
• Using workspaces

Smart Update(8)

• Employee Certifications

• IT

• Permit

• Warranty

• Overview

Tracking Expiration Items(20)

• Bulk Changes

• Renewing an expiration
• Tags
• No expiration date
• Exporting to Excel
• Adding contacts to an item

Updating your Profile and Preferences(3)

• Resetting a forgotten password
• Updating your profile preferences
• Changing your password

Working with Employees(5)

• Changing the role of an user
• Delete an user
• Adding an user
• Managing permissions
• User access privileges

Working with Locations(5)

• Importing locations
• Location hierarchies
• Deleting a location
• Adding a location
• Using locations