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Expiring Company Documents

This guide is to walk the reader through using the expiring company documents reports.

    1. From the contractor module, click ‘Reports’ on the left-hand side. 



    2. From the dropdown menu, select ‘Expiring Company Documents’. 



    3. This will take you to a page where you can start filtering the report. You will need to use the field ‘Expiring in (months)’. Setting a number will indicate how many months into the future the report will pull data from. 



    4. Click ‘Submit’ to run the report. 



    5. This will generate a list of documents expiring within the time frame you set. 



    6. You can reset the report by clicking the ‘Reset’ button in the filters box on the right.