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People and documents
Track documents and expiry dates
Record the passports, licences and certificates your staff need, so an expiry never surprises you on the morning of a job.
Steps
Set up your document types first
Under Settings, define the requirement types your work involves. You cannot add a document until its type exists.
Add the document to the person
On an employee, add a document, choose its type and set the expiry date.
Attach the document itself
Upload an image or a PDF. It is optional, but it is what turns the record into something you can actually produce when a site asks for it.
Watch the dashboard
Documents expiring within 30 days appear on the dashboard, with how many days are left, what has expired already, and what expires today.
The dashboard is the safety net. The notification rules are what get the warning to you earlier — set those up next.