How to set-up notification for expiring documents?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > SETTINGS > DOCUMENTS > DOCUMENTS TYPES
3. Select the document you'd like to set up a notification for
4. Click 'Edit'
5. Check if the 'Expiry Date' field is enabled. If not, simply click to enable.
6. Save
7. Click 'Add Reminder'
8. Enter a title. It is advisable to use a specific title to allow you to distinguish the notification in your inbox
9. Specify how many days before expiry the reminder should be sent
10. Select the recipient/s
11. Save