Future Date Flag of a renewing certificate document

LogicalDOC has many interesting features, but requires some configuration process to show its full potential.

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Roditech1
Posts: 2
Joined: Thu Mar 19, 2015 6:59 pm

Future Date Flag of a renewing certificate document

Thu Mar 19, 2015 7:18 pm

I have a series of certificates which are renewed on an annual individual basis.
Is there a way when I add a document of registering this renew date within the system of each document.
So the workflow would inform a user that the timeline had been reached and display a list of document certificates that need renewing.
This is used in medical applications such as doctors practice certificates.
mmeschieri
Posts: 242
Joined: Mon Apr 19, 2010 3:40 pm

Re: Future Date Flag of a renewing certificate document

Fri Mar 20, 2015 7:56 am

You can use the calendar rather than the WF. You can define a calendar event on the specific certificate, this event represents the renew date and you can also associate users to that event so they will be alerted a time before(like you are used to do with Outlook calendar)
Roditech1
Posts: 2
Joined: Thu Mar 19, 2015 6:59 pm

Re: Future Date Flag of a renewing certificate document

Fri Mar 20, 2015 8:14 am

Yes that works.
Thank you for your prompt reply. :D

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