Feature · Document Management

The document is already there when the deadline arrives.

Upload contracts, certificates, insurance policies and permits directly alongside their expiry dates. When a renewal reminder fires, the current version is already attached — ready to renew, share or submit. No scrambling through email threads or shared drives when a deadline hits.

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ExpiryEdge expiry record with an attached document file shown alongside the deadline details

Every document stored with the deadline it belongs to

Documents linked directly to expiry records

Encrypted cloud storage with role-based access

Folder structure that mirrors your business

One-click bulk export for audits

Quick answer

Document expiry management stores each compliance file — contract, certificate, licence or permit — in the same record as its deadline. In ExpiryEdge the document and the expiry date live together, so when a renewal reminder fires the current version is already attached. Files are encrypted, access is role-based, and any selection exports as an audit pack in one click.

See it in action

Documents attached exactly where they belong

Upload files directly to any expiry record so the supporting document is one click away — at renewal time and at audit time.

Attach the contract, certificate or policy straight to its deadline.

ExpiryEdge attach file interface showing a document uploaded to an expiry record
ExpiryEdge dashboard listing records, each holding its attached documents and renewal dates
Every record holds its documents, owner and history.
ExpiryEdge audit trail showing who accessed and updated each document with timestamps
Every access and update is logged for audit.
How document management works

The file and its deadline, in the same place

Stored where it belongs
Attach any file to its expiry record

Add PDFs, images, Word documents and spreadsheets to any record — the signed contract and its schedule together if you need. The document and its deadline are permanently linked, so the right file is always in the right place.

PDFs, images, .docx, .xlsx supported

Multiple files per record

Folders by department, location or vendor

Vendor contract (signed)Renews in Renews in 96 daysValidPublic liability policyRenews in Expires in 21 daysExpiringFire safety certificateRenews in Lapsed 5 days agoExpired
Renewal made simple
Open the record, read the document, decide

When a renewal reminder fires you are not hunting a shared drive — the current version is already attached. Upload the new file to the same record and the expiry date, document and reminder cadence all roll forward to the next cycle.

Current version always on the record

New file replaces old on renewal

Reminder sequence restarts automatically

ExpiryEdge record detail showing an attached document ready to view and a renewal action
Proof on demand
A timestamped trail behind every document

Every upload, view and update is logged with who did it and when. When an inspector arrives, the documents and their access history export together as a single audit pack — no retroactive folder-building the night before.

Who accessed and updated each file

Immutable, timestamped history

One-click bulk export to CSV or PDF

Insurance policy uploadedMar 2 · A. PatelDocument viewed at renewalMar 18 · J. OkoroRenewed version replaced fileApr 1 · A. Patel
Who this is for

Who uses document expiry management

Legal & Contracts Teams

No more spending an hour finding the signed agreement before a renewal. The document is attached to the record — open the item, read the contract, decide.

HR Managers

Store staff certifications, trade licences and ID documents alongside their expiry dates. When reminders fire, the current certificate is there to update.

Compliance Officers

Build an audit-ready library. Every licence, permit and certification — with its renewal history — is one click away when an inspector arrives.

Operations Managers

Keep inspection certificates, contractor insurance and supplier agreements organised and linked to their renewal dates — never lose a document at the worst moment.

How it compares

Why a shared drive is not enough

ExpiryEdgeGoogle DriveSharePoint
Document stored with its deadline
Automated renewal reminders
Role-based access per category

Manual

Audit trail of access and updates

Limited

One-click audit pack export
Renewal rolls the reminder forward
Frequently asked questions

ExpiryEdge supports PDFs, JPG/PNG images, Word documents (.docx), Excel spreadsheets (.xlsx) and most common file formats. You can attach multiple documents to a single expiry record - for example, both the signed contract and a supporting schedule.

Yes. All documents are stored encrypted in the cloud with role-based access control. Only users with the appropriate permissions can view, download or modify documents. Admins can configure which roles have access to which document categories.

When you renew a record, you upload the new document version to the same record. The expiry date updates to the new renewal date, the new document replaces the previous version, and the automated reminder sequence restarts for the next renewal cycle.

Yes. You can export any selection of expiry records together with their attached documents in a single bulk download. This generates a complete audit pack - records, documents and completion history - ready to submit to a regulator, insurer or auditor without any additional preparation.

Google Drive and SharePoint store files but have no awareness of expiry dates or renewal obligations. ExpiryEdge stores each document directly alongside its deadline, sends automated reminders before expiry, maintains an audit trail of who accessed and updated each record, and generates one-click audit-ready exports. Documents in ExpiryEdge are always in the context of their compliance obligation - not just filed away.

The document is already there when you need it

Attach every contract, certificate and licence to its expiry record — so when renewal approaches, you are acting, not searching.