Schedule a document renewal request in a customized configuration

Modified on Thu, 2 May at 6:07 PM

How to schedule a document renewal request in a custom configuration?

To schedule a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to manipulate the information in the "Request a new document" column for each of the relevant document types.

To do this, follow these steps

Click on the "Helpers" icon
Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
Click on a client whose configuration has been customized
Click on the "Add document request" button, in the "Request a new document" column, then perform 3 actions:

Set a number of units
Select a time unit (day, month, year)
Click Save

Once this action is completed, the document request will be created before the document expiration according to the defined deadline.

Without a defined deadline for a document type, automated deletion actions will not be triggered.

How to update a scheduling document request in a custom configuration ?

To update a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to manipulate the information in the "Request a new document" column for each of the relevant document types.

To do this, follow these steps

Click on the "Helpers" icon
Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
Click on a client whose configuration has been customized
Click on the delay, in the "Request a new document" column, then perform 3 actions:
- Set a number of units
- Select a time unit (day, month, year)
- Click Save

How to remove a scheduling document request in a custom configuration ?

To remove a document renewal request in a custom configuration, simply access the configuration of an already customized client folder and modify it to manipulate the information in the "Request a new document" column for each of the relevant document types.

To do this, follow these steps

Click on the "Helpers" icon
Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
Click on a client whose configuration has been customized
Click on the cross at the end of the line, in the "Request a new document" column