+1

Expiration Dates client document

Dawn 1 year ago in Client Module 0

Hello,

It will be helpful for the agency owners that like to keep track of their paperwork and make sure that all of their paperwork is up-to-date to have an expiration date column in the clients documents. If we have an expiration date, then we will know when documents need to be updated. In some states, you have to have documents, updated, yearly, we have no way of knowing when a clients document expire unless we open the actual document. This feature should include an expiration date alert is well. This will assist agencies with keeping track of everything in an organized manner.