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.