File Upload Reminders/Alerts

See how you can be automatically reminded to upload your latest documents.

Matt Szczurek avatar
Written by Matt Szczurek
Updated over a week ago

Cards with file upload support have the ability to be configured with Expiration Dates so that your team will receive email reminders when it is time to upload a new document. This can be used to ensure that your customers always have access to your latest compliance certificates, pen test reports, and policies.

In Edit mode, add a future date to the Expiration Date field to automatically receive a notification as your expiration date approaches. In the future, these notifications will be customizable.

Notes:

  • This option is not available for certain items such as CCPA and GDPR that do not necessarily have a document that requires regular updates.

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