Expiration Reminder Docs
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Article Categories
Communicating with People
(9)
Escalation rules
Managing contact types
Importing contacts
Setting up contacts to receive SMS
Adding custom fields to contacts
Getting Started
(4)
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
(18)
Pipedrive Integration
Freshdesk App
Zendesk App
Zendesk Integration
Freshdesk Integration
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 teams
Delete a team
Add a team
Team permissions
Using teams
Tracking Expiration Items
(18)
Tags
No expiration date
Exporting to Excel
Adding contacts to an item
Attachments
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