How does the reminder work, and how do I file the new document?

As the due date approaches, the record shows “Soon” in the “To renew” section at the top of the Documents module, a banner “1 document to renew · View” appears on the home screen, and the manager gets a notification on their phone (before the due date, on the day, then a week later if nothing is filed; adjustable under Settings › Account & establishment › Notifications, “Documents to renew”). On the due date, a task appears in today’s tasks; past it, it is “Overdue”.

When the new contract or report arrives, tap “File” on the line (or “Do” on the task): the form opens pre-filled. Set the “Document date”: the tablet shows “Valid until …” from the period and asks for the “Result” (“Conform” / “Non-conform”) if the type requires it; photograph the document and “Save”. The due date moves forward by one period, the task disappears, the reminder starts over.

Tip: you can file ahead of time whenever you want, through “Add a document”, category “Document to renew”, then “Which document to renew?”; an old report filed for the archive keeps its own validity without moving the due date back.