How do I view my document expiry list and advanced reminder notes?

1. Log in to your Policy Passport profile and click on the "Admin" tab

2. Click "Files"

3. Click "Expiry list"

4. Here you can view the expiry dates for all your documents with advanced reminders

• Documents are colour coded based on expiry:
  • White: More than 90 days until expiry
  • Yellow: 60-90 days until expiry
  • Orange 30-59 days until expiry
  • Red: Less than 30 days until expiry 

5. To view any notes left by the document owner, click on the document name

6. Here you can see any notes left by the document owner

7. You as an administrator can also leave a note for the document owner by                  clicking  on the "+ Add note" button.