EisenVault Tech Support FAQs

How to set expiry date and reminders for any document?

1. Admin can create a group “DOCUMENT_EXPIRY_NOTIFICATION_LIST” to get notifications on users email addresses.

2. Add users in the above group whom you want to be notified.

3. Add an aspect “Expirable Document” to those specific documents and set the document expiry date.

4. In case of document type “EisenVault Contract” and “EisenVault ID Document” above aspect “Expirable Document” is already added. Set the document expiry date date.

5. Now notifications will be sent to users in that group before 1 day, 15 day and 30 day of document/contract expiry at script scheduled time.