Help Center

Step-by-step guides for everything you can do in ExpiryEdge - search, or browse by category.

Getting Started & Key Concepts

The mental model behind ExpiryEdge, and how to choose between similar-looking features when setting up your account.

5 articles
Expiries

Create, edit, and manage the deadlines and renewals you track in ExpiryEdge, from one-off dates to recurring schedules.

4 articles
Expiry Types

Categorize expiries with your own custom labels, so you can filter, sort and report on them by type.

1 article
Templates

Reusable custom fields for expiries, so every deadline of a given type captures the same structured data.

2 articles
Directory

Vendors, contacts, and other entities linked to your expiries, so you always know who owns each renewal.

1 article
Documents

A Google-Drive-style file and folder manager, with expiries shown alongside your files so nothing gets missed.

1 article
Workflows & Automation

Multi-step checklists that run automatically around a deadline, assigning tasks to the right person at the right time.

2 articles
Reminders & Notifications

When and how ExpiryEdge reminds you and your team - by email, SMS, Slack, Teams or WhatsApp, on your schedule.

3 articles
Bulk Import

Bring in many expiries at once from a spreadsheet, instead of creating each deadline one by one in the app.

1 article
AI Smart Upload

Let AI read a document or spreadsheet and create the matching expiries for you automatically, in seconds.

1 article
Shared Compliance Portals

Read-only links you can send to clients or auditors, so they see your compliance status without a login.

1 article
Calendar

A calendar view of everything coming due, so you can plan your team's week around upcoming deadlines.

1 article
Activity, Insights & Reports

Analytics, monthly PDF reports, and the audit trail you need to prove compliance to auditors and clients.

3 articles
Teams & Users

Invite people, assign roles, and organize them into teams so the right person always owns each deadline.

2 articles
Billing & Subscription

Plans, seats, payment methods, invoices, usage limits, and the referral program - all managed in one place.

3 articles
Settings & Organization

Organization profile, timezone, currency, and email sender identity - the account-wide settings that affect every user.

2 articles
Docs / Knowledge Base

Your own team-editable notes and documentation pages, kept right alongside the deadlines they relate to.

1 article