IMPORTANT: This functionality requires activation. If you want to use it, please contact our team.
Under Notifications, you can set up automatic notifications that will be sent to the issuer and supplier whenever an expiring document requires their attention.
Under the tabs Issuer and Supplier, you can find settings for each of the roles.
A) Supplier tab
Notify Prior to Expiration: Activate the expiring documents notifications.
Days before expiration: Define how many days before the expiration date of a document you want the notification to be sent to the supplier.
Notify at Expiration: Send another notification when the document finally expires.
B) Issuer tab
Expiration - check form types: Define which form types should be checked for expiration and automatically approved. Leave all enabled if you don't want any exceptions based on the form types.
Document Expirations
Notify Prior to Expiration: Activate the expiring documents notifications.
Days before expiration: Define how many days before the expiration date of a document you want the notification to be sent.
Notify at Expiration: Send another notification when the document finally expires.
Users to Notify: You can specify additional users that will receive the notifications apart from the issuer.
Original sender of the form: Notify the original sender of the form.
Additional User: Enable notifying additional user.
E-mail Address: Enter the email address of the additional user that will be notified. You can click on the arrow to open a list of existing contacts.
Expiring documents in forms
When a document is about to expire, an orange alarm clock icon is displayed directly next to its icon. Once the document expires, the icon turns red. Place your mouse pointer over the icon to display the expiration date.
