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Configure Document Expiry Notification Methods

Configure how candidates are notified when documents in their profile are approaching their expiry date. By selecting one or more notification methods, you can choose how document expiry reminders are delivered, helping ensure candidates receive timely notifications and have an opportunity to renew or update their documents before they expire.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click Candidates in the navigation bar.

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Step 2: Click on any of the candidates in the list.

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Step 3: Click the Documents in the left-hand side navigation menu.

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Step 4: Click the gear icon next to the Documents heading.
  
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Step 5: Click the box under the Method to Notify heading to open the dropdown list.

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Step 6: Select the notification method(s) you want to use for notifying candidates about expiring documents. 
  
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The settings will be saved automatically.

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