Getting started with the basics - Software contracts
Smart categories
Setting up smart categories will help in getting the expiration date automatically for things like domains and SSL certificates. A category serves as the main driver of document types in Expiration Reminder.
Videos in this course: 15
Course overview
00:40
Categories
02:24
Smart categories
02:51
Custom fields
02:41
Locations
01:52
Contacts
01:48
Expirations
04:47
Renew an expiration
01:07
Managing an expiration status
02:17
Search and filtering
03:42
Email templates
03:13
Invite your team
01:15
Import data
04:26
Expiration Reminder mobile
01:42
Integrations
01:05