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Set a document expiry date

Record an optional expiry date with the uploaded evidence.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications → Case → Upload Document → Expiry date
Before you start
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Verify module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide helps you do

Record an optional expiry date with the uploaded evidence. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Select the correct expiry date from the source document.
  2. Upload.
  3. Check it is stored with the document.

Fields and options

RequiredNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/

Rules and limits

  • The supplied upload and download controller applies this behaviour.

Check it worked

  • Set a document expiry date completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
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