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.
Expiries
Create, edit, and manage the deadlines and renewals you track in ExpiryEdge, from one-off dates to recurring schedules.
Expiry Types
Categorize expiries with your own custom labels, so you can filter, sort and report on them by type.
Templates
Reusable custom fields for expiries, so every deadline of a given type captures the same structured data.
Directory
Vendors, contacts, and other entities linked to your expiries, so you always know who owns each renewal.
Documents
A Google-Drive-style file and folder manager, with expiries shown alongside your files so nothing gets missed.
Workflows & Automation
Multi-step checklists that run automatically around a deadline, assigning tasks to the right person at the right time.
Reminders & Notifications
When and how ExpiryEdge reminds you and your team - by email, SMS, Slack, Teams or WhatsApp, on your schedule.
Bulk Import
Bring in many expiries at once from a spreadsheet, instead of creating each deadline one by one in the app.
AI Smart Upload
Let AI read a document or spreadsheet and create the matching expiries for you automatically, in seconds.
Shared Compliance Portals
Read-only links you can send to clients or auditors, so they see your compliance status without a login.
Calendar
A calendar view of everything coming due, so you can plan your team's week around upcoming deadlines.
Activity, Insights & Reports
Analytics, monthly PDF reports, and the audit trail you need to prove compliance to auditors and clients.
Teams & Users
Invite people, assign roles, and organize them into teams so the right person always owns each deadline.
Billing & Subscription
Plans, seats, payment methods, invoices, usage limits, and the referral program - all managed in one place.
Settings & Organization
Organization profile, timezone, currency, and email sender identity - the account-wide settings that affect every user.
Docs / Knowledge Base
Your own team-editable notes and documentation pages, kept right alongside the deadlines they relate to.
