How to schedule a document renewal request in a custom configuration?

To schedule a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to 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 "Helpers" icon
• Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
• Click on a client whose configuration has been customized
• 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 update a scheduling document request in a custom configuration ?

To update a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to 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 "Helpers" icon
• Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
• Click on a client whose configuration has been customized
• 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 remove a scheduling document request in a custom configuration ?

To remove a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to 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 "Helpers" icon
• Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
• Click on a client whose configuration has been customized
• Click on the cross at the end of the line, in the "Request a new document" column