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Target Personas: Project Manager, Document Administrator, Scheme Owner

Step-by-Step Guide

Set an Expiry Date for a File

  1. In your scheme’s Documents tab, right-click on the file you want to set an expiry date for
  2. Select Set expiry date from the context menu
  3. Choose an expiry date (you can select a past date if you want the file to display as expired immediately)
  4. Select Set Expiry to apply the expiry date

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