Send Manual Expiry Notification

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The application allows you to notify relevant suppliers about an upcoming document expiration before the automatic notifications are triggered. This ensures timely action on document renewal or management without waiting for the document to expire.

To send a manual expiry notification:

  1. On the navigation menu, click the Search Supplier app.

    dms-notification-ref-data Library

    Result: The Search page is displayed.

  2. Click on the Supplier Name that you want to send a manual expiry notification.
    dms-notification-select-supplier-name

    Result: The Entity Manage page is displayed.

    dms-notification-em-page

  3. Select Send Expiry Email from the Actions drop-down.

    dms-notification-click-send-expiry-email

    Result: A confirmation message is displayed.

    dms-notification-confirmation message

    Sample Expiry Notification:
    dms-sample-expiry-notification-mail

Walkthrough

In this walkthrough video, you will find the steps to send the document expiry notification: