Functionality reserved for the document manager administrator

How to schedule a document renewal request?

To schedule a document renewal request in a document expiration process, simply manipulate the information in the "Request a new document" column for each of the relevant document types.

To do this, follow these steps:

• Click on the "Settings" icon
• Click on "Document expiration process management", 
• Click on the "Add document request" button, in the "Request a new document" column, then perform 3 actions:
  • Set a number of units
  • Select a time unit (day, month, year)
  • Click Save

Once this action is completed, the document request will be created before the document expiration according to the defined deadline.

How to modify the schedule of a renewal request?

To modify a document renewal request in a document expiration process, simply manipulate the information in the "Request a new document" column for each of the relevant document types.

To do this, follow these steps:

• Click on the "Settings" icon
• Click on "Document expiration process management", 
• Click on the delay, in the "Request a new document" column, then perform 3 actions:
  • Set a number of units
  • Select a time unit (day, month, year)
  • Click Save

How to delete the schedule of a renewal request?

To delete the schedule of a document renewal request in a document expiration process, simply manipulate the information in the "Request a new document" column for each of the relevant document types.

To do this, follow these steps:

• Click on the "Settings" icon
• Click on "Document expiration process management", 
• Click on the cross at the end of the line, in the "Request a new document" column