Feature · Document Management

The document is already there when the deadline arrives.

Upload each contract, certificate, insurance policy or permit to the record that holds its expiry date. When the renewal reminder goes out, the current version is attached to it, so you can renew, forward or submit straight away. Nobody has to dig through old email threads the week it lapses.

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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 means keeping each compliance file (a contract, certificate, licence or permit) in the same record as its deadline. In ExpiryEdge the two live together. When a renewal reminder goes out, the current version is already attached to it. Files are encrypted and access depends on role. Any set of records exports as an audit pack in one click. This page covers documents your team already holds. If you need a file from someone outside your organisation, like a vendor's insurance certificate or a tenant's ID, see Document Collection instead.

See it in action

Documents attached exactly where they belong

Upload files straight to an expiry record. The supporting document is then one click away when you renew and again when the auditor asks.

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 files or spreadsheets to any record. Put the signed contract and its schedule side by side if you like. Once a file is linked to its deadline it stays there, so you never wonder which folder it went into.

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 the reminder lands, you are not hunting through a shared drive. The current version is already on the record. Upload the new file there and the expiry date, the document and the reminders all move on 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

ExpiryEdge logs each upload, view and edit with a name and a time. When an inspector turns up, you export the documents with their access history as one audit pack. Nobody spends the night before building folders.

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

Stop losing an hour to finding the signed agreement before each renewal. It sits on the record, so you open the item, read the contract and decide.

HR Managers

Keep staff certificates, trade licences and ID documents with their expiry dates. When a care worker's DBS check comes up for renewal, the current copy is right there to replace.

Compliance Officers

Build a library you can hand to an auditor. Each licence or permit, along with its renewal history, opens in one click when the inspector arrives.

Operations Managers

Tie inspection certificates, contractor insurance and supplier agreements to their renewal dates. The lift inspection report is where you left it when the insurer asks for it.

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

PDFs, JPG/PNG images, Word documents (.docx), Excel sheets (.xlsx) and most other common formats. A single record can hold several files, so the signed contract and its supporting schedule sit together.

Yes. Every file is encrypted in cloud storage, and access depends on role. Someone without permission cannot view, download or change a document. Admins decide which roles see which categories, so payroll files can stay with HR while the site team sees its own permits.

You upload the new version to the same record. The expiry date moves to the new date and the new file takes the place of the old one. Reminders then start again for the next cycle, without anyone setting them up twice.

Yes. Pick the records you need and download them with their attached files in one go. You get an audit pack with the records, the documents and the completion history. Hand it to a regulator, insurer or auditor as it is.

Drive and SharePoint are good at holding files. They do not know when a certificate expires or that a contract needs renewing. ExpiryEdge keeps each document on the record with its deadline, reminds the owner before it lapses, logs who opened or changed it, and exports an audit pack in one click. So a file is never just sitting in a folder. You always see the obligation it belongs to.

The document is already there when you need it

Put each contract, certificate or licence on its expiry record. When renewal comes round, you spend the time renewing instead of searching.