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;
Create an email template
Create a workflow
We have pre made templates for both of these steps above.
Setting up email template
Go to Settings
Click Email Templates
Select "Document expiry reminder" template
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.
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