Getting Started & Key Concepts
The mental model behind ExpiryEdge, and how to choose between similar-looking features.
How the pieces of ExpiryEdge fit together
A quick mental model of how expiries, types, templates, directory, workflows, reminders, and reports relate to each other.
Expiry Type vs. Template vs. Directory: what's the difference?
Three features that all "add structure" to expiries, but solve different problems - here's how to tell them apart.
Workflows vs. Reminders: which one do I need?
Reminders notify; workflows track a process. Most real deadlines eventually need both.
Bulk Import vs. AI Smart Upload vs. creating expiries manually
Three ways to get expiries into ExpiryEdge - pick based on how many you have and what shape your source data is in.
Where should this file go? Attachments vs. Documents vs. Directory
Three places files can live in ExpiryEdge, each suited to a different scope.