EisenVault Tech Support FAQs

How to set expiry date and reminders for any document?

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

a. Click on Manage Aspect on document action.

b. Add the Expirable document aspect.

       

c. Click on Apply Changes.

d. Click on “Edit Properties”.

e. Set “Expiry Date” and click “Save”.

f. Click on “Subscribe” to receive an email notification and if you don’t wish to receive a notification click on Unsubscribe.

 

g. To check that the document expiry date is set successfully, view the document properties.

Note: Notifications will be sent to users before 1 day, 7 days 15 days, and 30 days before its scheduled expiry date.