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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 

  1. Navigate to 'Setup' (Left Menu) and click 'Knowledge Base'.
  2. Select 'Expiration Dates Template' Under 'Other Templates'. 
  3. Click 'Add New' and add 'Template Name' and 'Template Description'.
  4. Click 'Save'.