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Review Period for Documents


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What would be useful is if we could set a review period on documents in the system that emails a notifications to a selectable email address when the review period comes up. We have documents which may not be relevent in a years time so it would be good to have review periods set so that we can update or delete documents if they are no longer valid.

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Hi @gwynne,

Thanks for your post, we do provide an option for setting a review date on a Document, this will allow you to schedule a date when the document is due to be reviewed and will create an activity against that document to remind you when the document is up for renewal.  This can be done by clicking on the Review tab on the document properties page (see screenshot) or by entering a Review Date when creating a document.  The review activity will be visible in the activities panel of the document so you can assign, edit or complete the activity easily from within the document page.  Hope this helps.


Screen Shot 2016-09-21 at 12.09.11.png

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