# Document expiry notifications Documents can be uploaded and attached to people and companies within Loopit. A document like a passport, driver licence or insurance card can have an expiry date associated with it. Loopit can be configured to send notifications to the customer or an internal email address to notify of an upcoming expiry. To enable document expiry notifications you need to perform 2 steps; 1. Create an email template 2. Create a workflow We have pre made templates for both of these steps above. #### Setting up email template 1. Go to Settings 2. Click Email Templates 3. Select "Document expiry reminder" template 4. Customise and save #### Setting up a workflow * Go to Settings * Click Workflows * Select "Document expiry reminder" template * Select the email template created in the step above and press continue * Customise the workflow as required and press Save ### When are reminders triggered? If the above steps are followed reminders will be triggered 30 days, 14 days, 7 days and on the day of expiry. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.loopit.co/people-companies/document-expiry-notifications.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.