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INSZoom:-Add Firm Customized Expiration Templates

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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.

  1. Navigate to 'Setup' and click 'Knowledge Base'.
  2. Select 'Expiration Dates Templates'.
  3. Click 'Add New' and input the details of your new template.

To use the new template:

  1. Choose the client/foreign national/employee you want to add the expiration date and select 'Document Expirations'.
  2. Click 'Add New', select the newly created expiration type, input valid-from/valid-to and any additional notes (as necessary).