BULK Add of Expirations

Add Expirations in Bulk when linking to Vehicles, Equipment and Companies

Please add the ability to Archive Locations

The ability to archive locations that are no longer active, rather than just deleting them, we need to retain historical data for potential future use.

Please add a feature that would allow documents to be signed

Our company needs to be able to sign documents through Expiration Reminder. It would be helpful if Expiration Reminder could be integrated with Docu Sign and Adobe Sign. We would need to be able to setup the document in our system, transfer the document into Expiration Reminder, send the the document for signatures.

Roadmap for Vehicle Option

Currently there is no options for Vehicles just the others

All Workspaces

Please bring back all workspaces, its making it very difficult to work without it..

Stop reminders after an acknowledgement has been sent

If a user already knows after the first reminder email what will happen with the expiration and sends an acknowledgement with the corresponding information (but the expiration date does not change due to auto-renewal), the subsequently scheduled reminders are no longer needed and should be automatically deleted/stopped.

Allow archived expirations to be viewed in contact profiles

Custom Field Date Added to Calendar

It would be great to be able to see dates listed under custom field on the calendar. Although the dates don’t necessarily expire, they we still need to be track and review annually.

Enhancement request to view tags in the Mobile App

Enhancement request is to allow users to view tags on Expiration Items in the Mobile App. The reason this is helpful is the employees in the field need to be able to organize expiration items by tag.

Renew from Calendar View

I work mostly out of the calendar view and for items that I need to manually review it would be nice to be able to have a renew button right in the popup of an item on the calendar instead of having to edit the item, wait for the new screen to load and set the date in that screen. If the popup had a renew button that would take you directly to the ability to set the renew date that would be quicker.

To Do Checklist

Similar to the note field but a easier way to add sub tasks to an expiration, vehicle, company, equipment etc.

Allow files to be renamed after uploaded

Allow Companies to be archived

Mailbox Recipient Column

In the mailbox, there are is not currently a column for the recipient. I have multiple email threads going at one time and I would like to be able to locate a thread with a specific person. Right now it just has a column for sender and assigned to, I need to see who we are communicating with.

Filter by location

The new version doesn’t allow filter by location like the old version did. Please build that functionality in the new version on the main dashboard page.

AI Scanning - Create multiple expiration items

Please add the option to create multiple expiration items when using the AI Scanner from a single Accord form to reduce manual entry. The reason I need this enhancement is because, when I can an Accord Form it has multiple Expiration dates and I have to create the other Expiration Items manually as the system is unable to scan one document and create multiple expiration items.

User Role Glitch-Attachments

Currently if a User has the feature turned on to just view and not make any changes. Meaning they have “none” and the Role is View Only it still allows the user to Delete attachments. This needs to be corrected. They should be able to view but not Delete or do any other function

Ability to Remove or Archive Users

Please point me in the right direction if this is an option, but it would be very benficial to be able to perm delete/remove users OR at minumum Archive. I understand there is a way to filter the list, but as user turnover grows and grows so does the list of pages and pages…I don’t think I should have to see employees listed that haven’t been with us for years.

Stop updating renew date for one year ahead

When we go to renew an item, the system now automatically changes the date for one year in advance. Most of our items do not renew each year. It is very easy for us to miss the fact that you changed the year for us. Can we go back to allowing us to choose the renewal date without the assumption of it being one year ahead? I am already seeing our typos and mistakes in my team’s future. Thanks.

Multiple steps to add COMPANY to an expiration??

When entering a new expiration it no longer gives a company field. We have to add the expiration… go search for the expiration we just added…click view the record, andthen edit it to add a company. Multiple steps to add the company when it used to be all-in-one. Please, please, please put this back!

Create Expiration Item - Missing Field

Hello, this is my feedback on missing fields from the “Create Expiration Item” form since the new ER version. I am missing a field I created for “Comments” that is generated in my custom reports when sharing with other stakeholders of my organization. I am having to add the comments after creating a new Expiration and do not see anywhere that I can add the “Comment” field back to the form. Is it possible to add my custom field back to the intake form permanently?