Demo Purchase

Track expirations

The Expiring section in the Tasks screen shows documents expiring soon or within the selected period (if you have Delete permission in the area) and external sharing links you created that are about to expire, in date order. Details: version and storage.

  • User
  • Delete permission in the area for retention periods

How to monitor expirations?

The 'Expiring Soon' section in the Tasks screen shows documents expiring or due within the selected period (if you have Delete permission in the area) and external sharing links created by you that are about to expire, sorted by date. Who can do what: User; Delete permission for retention periods. Documents with expired retention periods appear in red; you decide whether to keep or delete them by opening the document.

Steps

  1. Click Tasks in the sidebar.

  2. Find the Expiring soon section 1.

  3. Filter the list by area 2 and choose how far ahead to look: 7 days, 30 days, 90 days, or 1 year 3.

  4. Click a row to open the document 4.

On the Tasks screen: Expiring — documents whose retention period has expired and sharing links that have ended.
  1. 1Upcoming and past expiries
  2. 2Filter by area (department)
  3. 3How far ahead to look
  4. 4Click to open the document
With demo data.
"Result Documents whose retention period has expired appear in red; you decide whether to archive or delete them.
"Caution The section appears only if there is a record to list. Contract and quote dates added to the calendar are in the Upcoming dates section immediately above.

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