Resource Document Expiry Notifications Across All Modules

Summary:

Introduce the capability to set document expiry notifications for user groups across all document types within the Formitize platform. Currently, this feature is limited to resources uploaded directly to the resources module via the portal. Extending this functionality to other modules, such as Assets, Contacts, and Locations, will ensure consistent and comprehensive document management.

Intended Outcomes:

• Enhance document management by providing consistent expiry notifications across all modules.

• Improve compliance and operational efficiency by ensuring relevant user groups are notified of document expirations regardless of where the document is attached.

Specific Requirements:

• Extend the current resource expiry notification settings to include documents attached to Assets, Contacts, and Locations.

• Allow user groups to be notified when any document, regardless of its module, is nearing expiration.

Benefits of the Update:

• Consistency: Provide a uniform experience across the platform, ensuring all documents have the same expiry notification capabilities.

• Efficiency: Streamline document management processes by centralizing notification settings, reducing the risk of missed expirations.

• Compliance: Help users maintain compliance with industry standards and internal policies by ensuring timely notifications for document renewals.

By extending document expiry notifications to all modules, this feature will significantly improve the management and oversight of important documents within the Formitize platform.