Expiration Reminder Docs

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(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

Categories

  • Bulk Changes
  • Communicating with People
  • Employee Certifications
  • Getting Started
  • Integrated Messaging
  • Integrations
  • IT
  • Managing Categories
  • Managing Notifications
  • Managing your Account and Billing
  • Permit
  • Security
  • Separating Data
  • Smart Update
  • Tracking Expiration Items
  • Updating your Profile and Preferences
  • Warranty
  • Working with Employees
  • Working with Locations

Key Links

  • Expiration Reminder Home
  • Expiration Reminder Dashboard

Popular Articles

  • Slack Integration
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