INSZoom:- How do I create Firm Defined Status Document Expiration Templates?
This article will guide you on the process of creating a Firm Defined Status Document Expiration Templates.
Document Expiration Templates
- Navigate to 'Setup' (Left Menu) and click 'Knowledge Base'.
- Select 'Expiration Dates Template' Under 'Other Templates'.
- Click 'Add New' and add 'Template Name' and 'Template Description'.
- Click 'Save'.