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Monitor upcoming document expiries

Use the Document Expiry widget to review which key documents are nearing expiry or have already expired so you can take timely action.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Document Expiry widget​

Navigate to the dashboard that contains the Document Expiry widget and locate the card showing expiring documents, identified by the calendar clock icon and expiry summary.

Open the Document Expiry widget

Step 2: Review the list of expiring documents​

Scan the document list to see each document’s name, owner, type and expiry date, with visual badges highlighting how urgent each expiry is.

Review the list of expiring documents

Step 3: Identify expired and high-risk documents​

Look for items marked as "Expired" or with red warning styling to quickly identify documents that have passed their expiry date or are due within the highest-risk period.

Identify expired and high-risk documents

Step 4: Check documents approaching expiry​

Use the warning and caution indicators to focus on documents that are nearing expiry within the next few weeks so you can plan renewals in advance.

Check documents approaching expiry

Step 5: Confirm documents that are currently valid​

Note documents marked with a safe or success status to understand which items remain in date and require no immediate action.

Confirm documents that are currently valid

Step 6: Refresh the expiry information​

Use the refresh control on the widget (if available in your dashboard) to reload the latest expiry data from the underlying system.

Refresh the expiry information

Last updated: 2026-09-03