Access document expiration configuration customization

Modified on Thu, 2 May at 6:06 PM

How to access document expiration customization?

To customize the configuration of document expiration present for an accounting firm, simply follow these steps:

  • Click on the "Helpers" icon
  • Then in the predefined Helpers,  click on the helper named "Document expiration process management"


The displayed interface lists all client folders accessible to collaborators based on their access rights in the tree structure.


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