Getting Started & Key Concepts
The mental model behind ExpiryEdge, and how to choose between similar-looking features when setting up your account.
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
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 multi-step process with tasks and assignees. Most real deadlines eventually need both.
Bulk Import vs. Smart Upload vs. Manual
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?
Three places files can live in ExpiryEdge - Attachments, Documents, and Directory - each suited to a different scope and purpose.