Step 1. Upload a document as you normally would. If the document is already on the system, skip this step and go straight to step 2.
Step 2. Select what type of document it is that you want to be reminded about (is the type of doc is not there, get in touch and we will add it for you)
Step 3. Select a date in the future, this will be the date that the email is generated and sent to the consultant allocated to the candidate. So if the document for example CV expired on 1/4/26, set your reminder in plenty of time to action contact with the candidate, not for that specific date 🤦♂️
Step 4. On the date, the consultant allocated to the candidate will receive an email similar to the below
The image above shows
Candidate name
document type
link to candidates record
telephone numbers for the candidate as well as their email