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Reminders & Expired

Purpose

Track documents that are expiring soon or have already expired. The Reminders & Expired widget shows a short list on the dashboard; the Expiring Documents page shows the full rolling window with sorting and filters.

Prerequisites

  • You are signed in to EisenVault One.
  • You can view at least one document with an expiry date in the upcoming window.
  • You can open Dashboard from the left navigation.

Before You Begin

  • Reminders & Expired uses the same expiring-document data as the Expiring Soon overview card.
  • The window is always the next 30 days from today (UTC), not the dashboard date range picker.
  • See Expiring Soon for the overview card and Document Expiry for setting expiry on a file.

View Reminders on the Dashboard

  1. Open Dashboard.
  2. Find the Reminders & Expired widget.
  3. Review file names and expiry dates in the list.
  4. Click Load more when additional items exist.
  5. Click the Reminders & Expired header to open Expiring Documents.

Open the Expiring Documents List

  1. Click the Reminders & Expired widget header, or click the Expiring Soon overview card.
  2. EisenVault One opens Expiring Documents for the rolling 30-day window.
  3. Optionally open Filters to narrow by Category or Department.
  4. Click a document name to open preview.
  5. Click Back to return to the dashboard.

Example Walkthrough

Demonstration screenshots use redacted file names and user labels.

  1. The Reminders & Expired widget surfaces upcoming expiries without leaving the dashboard.

  2. Click the widget header or Expiring Soon card to open the full list.

    Expiring Documents list page

Expected Result

  • The widget lists expiring documents you can access or shows No documents expiring in the next month.
  • The Expiring Documents page lists the same window with filters, sorting, and pagination.
  • Setting or updating an expiry inside the window updates both the widget and the Expiring Soon count.