Document expiry explained
Understand the expiry groups, missing dates, renewal work, and dismissal.
Expiry attention is separate from Pending Review. A document can have completed processing and still need a renewal or a corrected expiry date.
Which documents appear?
Expiry tracking applies to document requirements configured as having an expiry, such as an identity-document requirement. It is not a list of every file containing a date.
Within the documents you can access, the workspace separates:
| Group | Meaning |
|---|---|
| Expired | The saved expiry date is before today. |
| Expiring within 90 days | The date is today or within the next 90 days. |
| Missing/invalid date | There is no usable saved expiry date, including an invalid date. |
A document expiring today is in Expiring, not Expired. A later date lies outside the current upcoming window. The date is read from the document’s expiry value, so an extraction error can put it in the wrong group.
What renewal work changes
Create task in the workspace creates follow-up work linked to the source document. The task can record a replacement request or an investigation into a missing date. Its due date, assignee, and budget are choices you make in the task form.
Once saved, Open task lets you continue that work without creating another task. This follow-up does not replace the document, correct its expiry date, send a client request, or clear it from expiry attention.
Documents that already have a linked renewal Job are excluded from the dated groups. A missing or invalid date can still need attention. The workspace’s general follow-up task does not create that renewal link.
What dismissal changes
Dismissal removes that document from expiry attention. It does not delete it, extend its validity, change its date, or close related work. There is no undo-dismiss control in the current interface.
Use Handle expiring documents to correct a date, create renewal work, or dismiss an expiry.