Set a document expiry date
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Record an optional expiry date with the uploaded evidence.
Where to goAdmin Area → Licence Applications → Case → Upload Document → Expiry date
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide helps you do
Record an optional expiry date with the uploaded evidence. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Select the correct expiry date from the source document.
- Upload.
- Check it is stored with the document.
Fields and options
RequiredNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/
Rules and limits
- The supplied upload and download controller applies this behaviour.
Check it worked
- Set a document expiry date completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
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