Document scanning

Eliminate manual entry with document scanning. OCR documents using powerful AI technology.

Pull expiration dates automatically from documents

Scan PDF, JPG and TIFF files and Expiration Reminder automatically reads the information and populates the data. Predefined templates includes Acord 25 forms for Certificates of Insurance (COI).

  • Extract data using artificial intelligence.
  • Read custom field information.

Automatic scanning

When documents are submitted in Expiration Reminder by other users, the system will automatically scan them and validate them against compliance requirements and trigger alerts with they aren't compliant.

  • Bulk scanning.
  • Send multiple PDFs to Expiration Reminder to read information.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.


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