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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

 

Updated over a week ago

First, head to the Knowledge Base ('Setup' >> 'Knowledge Base') and select 'Expiration Dates Templates':

Next, click 'Add New' and input the details for your new template:

To use the new template:

First, choose the client/foreign national/employee you want to add the expiration date to and select 'Document Expirations':

 

Now, click 'Add New', select the newly created expiration type, input valid-from/valid-to and any additional notes (as necessary):

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