Documents
Renew or archive before the date lapses.
Where to find it: Left menu → Documents & Records → Expiry / Renewal
Step 1
Left menu → Documents & Records → Expiry / Renewal. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Work the list by date. Attach the new certificate or mark archived. Do not let a shipment sail on an expired paper.
Step 3
Dashboard expiries should shrink. Compliance certificates should stay in date.
Yes. Expiry / Renewal is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Record the lapse, stop using it, and replace. Hiding the date is worse.
