Document expiry notifications allow you to notify the relevant people if a repeat visitor signs in with an expired or nearly expired document. This helps to ensure people signing in to your site have the correct documents.
Adding documents
The first step to use the document expiry notifications is to upload the relevant documents to your repeat visitors. Head to People Directory > Select group (Repeat) from the Group selector > Either: Select member from table, or Search for the member, and click to open their member profile. On the Documents tab you will see any sign in documents stored, and any uploaded documents.
To upload a new document, click + Add document:
From here you need to enter the document name, when the document expires (if required), and finally upload the document:
Once the document has been uploaded, you will see it in the Uploaded documents section. From here you can download and delete the documents.
Setting up the notification
Document expiry notifications can be set up from the Advanced notifications section in the the Sign In App Portal. Head to Manage > Advanced notifications and select New notification.
From there you need to enter the Name of the notification, select if it’s for a specific site or not, set the trigger to Sign in, select the group that contains the members you’ve uploaded the documents for, select the notification channel and then set up the advanced filters. Select the option called Document expiry days, set the operator to Less than, Equals, or Greater than:
You can then set the recipient(s) for the notifications with a custom subject line:
In the above example, [email protected] will be emailed if anyone signs in to the Admin Staff at Sign In App Academy and they have a document that will expire in the next 5 days.
We hope you've found this guide useful but if you have any questions around Document expiry notifications or any Sign In App feature, please contact our support team at [email protected].