Add Firm Customized Expiration Templates
Here's how you can create and use Firm Customized Expiration Templates within your INSZoom account.
Updated over a week ago
First, head to the Knowledge Base ('Setup' >> 'Knowledge Base') and select 'Expiration Dates Templates':
Next, click 'Add New' and input the details for your new template:
To use the new template:
First, choose the client/foreign national/employee you want to add the expiration date to and select 'Document Expirations':
Now, click 'Add New', select the newly created expiration type, input valid-from/valid-to and any additional notes (as necessary):