Document expiry tracking: see which papers have run out

You file formal paperwork in the Documents tab of a record, under a Document Type you have set up. For types that need it, an expiry date is required. Once that date passes, the document is flagged on the record, so expired papers stand out without anyone searching for them.

No. You decide per Document Type. Licenses and certificates might require an expiry date, while a signed floor plan or a letter of intent might not. Making it a rule for the type means everyone on your team files that paperwork the same way.

Expired documents are flagged on the record where they are filed. If you want a nudge ahead of the date, add a reminder on the same lead or customer, and CIPHER CRM will notify you, or the teammate you assign it to, when it is due.

Yes. Every staff profile has its own Documents tab with the same expiry tracking. It suits ID papers, work permits, driving licenses and training certificates, and expired ones are flagged on the profile just as they are on customer records.

Leads, customers, projects and staff profiles each have a Documents tab, and it can be switched on for sales documents too. That means a contract can sit on the customer, a site permit on the project and a certificate on the staff member it belongs to.

You configure them in settings to match your paperwork. When you first set up your workspace and pick your industry, CIPHER CRM adds document categories suited to that trade, so you start with a useful list and adjust it from there.

Attachments hold everyday files like photos and drafts. The Documents tab is for formal paperwork that needs a type and, often, an expiry date. Keeping the two apart means your important papers are grouped, dated and flagged rather than lost in a long file list.