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How to flag a document for the expiry program

Flagging Documents for Document Expiry Program: A Guide

To flag a document to be included in the document expiry program, they must have the below settings set to yes in the Document master:

  • Expiry Date
  • Verification Required

Then ensure the document is mapped to the qualifications who must have it.

How to Link/Unlink Documents to Qualifications?

For further information on the document master settings, please visit Member Masters - Documents.

For further information on the document expiry program, please visit: Member Master - Document Check and Notification