Every document in one list
Documents holds what your organization keeps and renews: licences, permits, insurance policies, contracts, leases and registrations. Each one has a type, an owner, the people to remind and an expiry or due date.
The list puts the next date first and marks each document Valid, Due soon or Overdue, so the week's renewals show at a glance.
Send the document in, SlipInbox reads the dates
Drop photos, PDFs, Word or Excel files into Documents, or send them to your SlipInbox email address or on WhatsApp, the same way as a receipt. SlipInbox reads the name, reference, issuer and dates off the file.
Each new document waits in To confirm until a person checks the dates. Reminders start once the dates are confirmed.
Reminders before the date and after
The owner and everyone under Also remind get an email before the date. After the date, the owner and the admins get one each week until someone uploads the new version, marks the deadline done or stops the reminders.
Documents with a long renewal start earlier. A work permit gets its first reminder months ahead, a vehicle licence weeks ahead. Admins set the plan for the whole organization, for one type or for one document, by email or in the app only.
- One email a morning per person, with the most urgent document first.
- Reminders go out at your chosen hour, on working days only if you prefer.
- A monthly or yearly deadline, such as a tax return, repeats once marked done.
Documents for each vehicle, building and machine
Add your assets: vans, trucks, buildings, land, machinery, generators, computers and more. SlipInbox knows the documents each kind usually needs, such as insurance and road tax for a vehicle or a lease and fire certificate for a building.
An asset's page lists the documents about the asset, says which usual documents are still missing, and shows what the asset has cost from the receipts linked to the asset.
Renew without losing the old one
Upload the new policy when the renewal comes in. The new version takes over the dates and the reminders, and the old version stays in the document's history.
Link the receipt for the renewal fee to the document, so the payment and the document sit together.
Questions
Which documents does SlipInbox keep?
Anything with an expiry or due date: licences, permits, insurance policies, contracts, leases, registrations, ID and travel documents, and repeating deadlines such as tax returns.
Who gets the reminders?
The document's owner and the people under Also remind before the date, then the owner and the admins each week after the date. An admin changes who gets them for the whole organization, one type or one document.
Do documents count toward the receipt allowance?
No. Each plan keeps a number of documents of its own. At the limit, existing reminders keep going and new files wait in To confirm.
Do my employees see every document?
No. Employees see the documents they own, the ones they were added to and the ones about them. A private document is for admins only.