Expired Documents
The Expired Documents dashlet lists the expiring and expired documents as specified in the expiration period. The dashlet has two views that can be selected through an Expired dropdown. To set the views, click the Expired dropdown located on the top left corner.
Users can also use the Expiring Document to replace expired or expiring versions of a document.
To deal with an expired or expiring document, follow these steps:
- Locate the document in the dashlet.
- Check the box next to the document.
- Click the ‘+Add New Version’ button at the top-right of the dashlet.
- This opens the ‘Add New Version’ window.
- Select the appropriate replacement option.
- The options available are configurable by the room administrator in the Settings area.
- If ‘Replace the Attachment’ is chosen,
- Press the ‘Browse’ button and locate the new version of the file.
- Set the new expiration date
- Indicate the reason for the replacement
- If the ‘A new version was already submitted. Remove this document from the list’ option is chosen nothing else needs to be done. The document will be removed from the list of expiring documents.
- Press ‘Save’