How do I set an expiration date on a document in Simployer One?

What is a document expiration date in Simployer One?

An expiration date on a Simployer One document is a reminder for the people who have Write access to the document. Simployer One sends notifications before and on the expiration date.

An expiration date doesn’t delete, archive or hide the document. The document stays where it is, with the same access settings. Use expiration dates to flag documents that need review or renewal, such as contracts, certificates or policies.

How do I set an expiration date on a document in Simployer One?

You need Write access to a document to set its expiration date in Simployer One.

1. Go to the folder where the document is located.
2. Select the three-dot menu to the right of the document.
3. Select Expiration Date.
4. Set the expiration date.
5. Select Save.

Who gets notified when a document expires in Simployer One?

Simployer One notifies everyone with Write access to the document, except Owners and Admins:

• One month before the expiration date
• One week before the expiration date
• On the expiration date