How To Configure Notifications for Compliance Document Expiration Date
By following these steps, users can set up email reminders to be sent to vendors a certain number of days before their compliance expires.
1. Click on the gear (wheel) icon in the top right corner

2. Select "Workflow" from the dropdown menu

3. Click "Vendors" in the left menu

4. Expand the Compliance section

5. Click "Edit" on the "COI Expiration Reminders" row

6. Click this text field to enter a number. This number defines how many days before compliance expiration you'd like to send email notifications/reminders to your Vendors

7. Click "+ Add Time Period to Notification Report" to add a new row

8. Click on the red "-" sign to remove the row

9. Click "SAVE"

10. Turn this switch on to activate this email alert
