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):