Before the expiration date
- The first reminder goes out on the schedule you chose for that requirement (7, 30, 60 or 90 days before).
- Follow-up reminders go out 7 days before, 1 day before, and on the day it expires.
- Reminders go to the employee (or the responsible person for company items), and your account admins are copied.
After it expires
- Reminders continue once a week until a new document is approved.
- Overdue alerts go to your whole team once something has been overdue for the number of days you set on the Team page.
When reminders stop
- As soon as an employee uploads a renewal (while it waits for your review).
- When an item is paused or marked “Renewal in progress”.
- When an employee is deactivated.
Weekly summary
Every Monday morning, account owners get one summary email: what’s overdue, what’s due in the next 30 days, and what’s waiting for review. You can turn it off from the link at the bottom of the email.