Expiry and renewal alerts for client documents

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can hivi-x remind me when a client's passport or permit expires?

Yes. Each document a client uploads can carry an expiry date. hivi-x emails you 90, 30 and 7 days before it, and once when it has expired, and lists it on the dashboard under Expiring soon.

Where does the expiry date come from?

From you, typed under the file on the checklist page; from Read fields when you confirm a passport's expiry date; or from the automatic photo check when it reads a date. A date you type always wins.

Does hivi-x email my client when a document is about to expire?

Not on its own. You decide: choose Request renewal and hivi-x sends the client a secure link to upload the new document, then the usual checklist reminders follow up.

Who gets the alerts in a team?

The workspace owner gets every alert. A team member assigned to the client gets the alerts for that client.

How do I stop the alerts for a document?

Request a renewal, or choose Mark handled. Either stops the alerts for that date. Changing the date starts them again for the new date.

Which plans include expiry alerts?

Every hivi-x business plan.

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