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Document Expiration

The Expiration stage in Qlutch ensures your Documents stay current by automatically marking them Expired at the end of their lifecycle. This process notifies Document owners to confirm content is up to date or to initiate a new Revision, keeping your system accurate and compliant.

1. Locate the Document's Expiration Date:

  • The Document's expiration date is located in the Document's Information Revision section.
    • A Document's expiration date is set by Admin when creating the Document.
Revisions Screenshot

 

2. Access a Document's settings in order to update its Expiration Date:

Initial Expiration Date

Update Expiration Date in Doc Settings

Updated Expiration Date

3. Monitor Expiration Actions:

  • As the Document approaches expiration, Qlutch will automatically prompt the Document owner or assigned Users to confirm if the document is still up to date or if a new revision is needed.

Doc Expiration Notice in BaseCamp

Doc Expiration Notice in DocControl

  • If a Revision is required, the workflow will initiate a new Draft.

Expired Doc_Needs Revision_1

New Draft of Document

  • If determined up to date, the Expiration is reset according to the configured settings.

Expired Doc_Up to Date

Effective Document