Use Case · Document Expiry

Every expiry date, tracked once, flagged in time.

Licenses, permits, certifications, insurance, contracts — each carries an expiry date buried in a different folder, inbox, or person’s head. ExpiryEdge holds them all in one register, fires reminders at 90/60/30/7 days on the channels your team actually checks, and keeps the document attached so the renewal happens before the date, not after the lapse.

Start Free Trial
No credit card required · Setup in minutes
Public liability insuranceRenews in Expires in 21 daysExpiringOperating licenseRenews in Expires in 134 daysValidISO 9001 certificateRenews in Expires in 88 daysValidVehicle road taxRenews in Lapsed 3 days agoExpired

Quick answer

Document expiration reminder software tracks the expiry date of every business document — licenses, permits, certifications, insurance, contracts — in one place and alerts you before each one lapses. ExpiryEdge stores the document alongside its date, fires escalating reminders at 90, 60, 30, and 7 days across email, SMS, WhatsApp, Slack and Teams, and assigns each renewal to an owner. The expiry stops being something you discover and becomes something you act on early.

The problem

Why expiry dates get missed

A lapse is rarely a decision. It is a date nobody was watching.

Documents are scattered

The insurance PDF is in email, the license is on a shared drive, the certificate is in a filing cabinet. No single place shows what expires next.

The reminder lives in one person’s head

When the person who "just knows" the renewal dates is on leave or leaves the company, the knowledge — and the deadline — goes with them.

A spreadsheet doesn’t chase

A dated spreadsheet is only useful if someone opens it on the right day. It cannot send a reminder, escalate a miss, or notice it has gone stale.

A lapse has consequences

An expired license can halt operations; lapsed insurance voids a claim; an out-of-date certificate fails an audit. The cost lands long after the date passed.

In the product

How nothing slips past its date

Cadence
Reminders with real lead time

Each document fires reminders at 90, 60, 30, and 7 days before it expires on the channels your team uses. The early warning gives you time to renew properly — not a 24-hour panic.

Reminders at 90/60/30/7 days, configurable per document

Email, SMS, WhatsApp, Slack and Teams

Each renewal assigned to an owner

90dreminder60dreminder30dreminder7dreminderExpiry date
One register
Every document and its date in one view

See what is valid, expiring, and expired across every document type at a glance. The file is attached to the record, so the proof and the date live together — and an audit is a download.

Colour-coded status: valid, expiring, expired

Document stored alongside its expiry date

Filter by type, owner, location or status

Employer’s liability insuranceRenews in 17 daysExpiringFood hygiene certificateRenews in 96 daysValidFire risk assessmentRenews in 29 daysExpiringWaste carrier licenseRenews in LapsedExpired
How it compares

ExpiryEdge vs calendar reminders vs a spreadsheet

CapabilityExpiryEdgeCalendar reminderSpreadsheet
Stores the document with the date

Link only

Escalating reminders (90/60/30/7)

Single alert

Multi-channel alerts (SMS/WhatsApp/Teams)
Owner assigned per document

One calendar owner

Manual column

Escalation if a renewal is missed
Survives staff turnover

Tied to one calendar

Whoever holds the file

Exportable audit trail

Only edit history

Status view across all documents

Manual filtering

A calendar entry and a spreadsheet both record a date. Neither stores the document, escalates a miss, reaches the owner on the right channel, or proves to an auditor that the renewal happened on time.
What you track

Track any document with an expiry date

Business licenses & permits

Insurance policies

Professional certifications

Contracts & agreements

Vehicle & fleet documents

Health & safety certificates

Visas & right-to-work documents

Equipment inspection records

What changes once every date is tracked

90/60/30/7

day reminder cadence on every document

One register

for every expiring document in the business

5 channels

email, SMS, WhatsApp, Slack and Teams

0

renewal dates living only in someone’s head

Frequently asked questions

Anything with an expiry or renewal date: business licenses, permits, insurance policies, professional certifications, contracts, vehicle documents, health and safety certificates, visas and right-to-work documents, and equipment inspection records. You set custom categories, so any document type fits.

A calendar gives one alert tied to one person’s calendar and does not hold the document. ExpiryEdge stores the file with its date, fires reminders at 90/60/30/7 days across multiple channels, assigns an owner, escalates a missed renewal, and keeps an exportable audit trail — so a renewal does not depend on one calendar nobody else sees.

Email, SMS, WhatsApp, Slack and Teams. Set the channel per owner so the reminder lands where the person actually looks. A reminder no one sees is not a control.

Yes. The default cadence is 90, 60, 30, and 7 days before expiry, and you can adjust the lead times per document — a long-lead renewal might start at 120 days, a quick one at 30.

It is flagged as expired in the register and escalated to the owner and their manager. Because reminders run well in advance, a true lapse is rare — but if one occurs it is visible immediately, not weeks later.

Yes. Assign each document to an owner, give team members access to the register, and route reminders to the right people. Ownership survives staff turnover because the document lives in the system, not in an individual’s inbox.

Every reminder, upload, and renewal is timestamped and exportable to CSV or PDF. When an auditor or insurer asks, you can show not just the current document but the history of how it was kept current.

Catch every expiry date — long before it lapses

Free to try. No credit card required.