Getting started with the basics - Certificates of Insurance
Custom fields
Customize your Expiration Reminder account to match your company's needs. Create fields that are suited to how you operate.
Videos in this course: 15
Course overview
01:19
Categories
02:03
Custom fields
03:47
Locations
04:21
Map view
01:57
Contacts
04:00
Expirations
03:31
Renew an expiration
01:21
Managing an expiration status
03:12
Search and filtering
03:49
Email templates
02:59
Invite your team
01:12
Import data
03:22
Expiration Reminder mobile
03:08
Integrations
01:19