INSZoom:-Add Firm Customized Expiration Templates
This article will guide you on how to create and use Firm Customized Expiration Templates within your INSZoom account.
Add Firm Customized Expiration Templates
Note: This feature is to track the templates or Documents that are unavailable in INSZoom by default.
- Navigate to 'Setup' and click 'Knowledge Base'.
- Select 'Expiration Dates Templates'.
- Click 'Add New' and input the details of your new template.
To use the new template:
- Choose the client/foreign national/employee you want to add the expiration date and select 'Document Expirations'.
- Click 'Add New', select the newly created expiration type, input valid-from/valid-to and any additional notes (as necessary).
