Seamlessly incorporated into Vault, Expiring Documents offers the following standout capabilities:

1. Centralized tab for Admins/Reps:  Admins and Representatives can overview all expiring documents across advisor and client Vaults on one page. They can filter the expiring documents based on their expiration period as well as visually identify documents nearing expiration or expired with amber and red highlights, ensuring no important dates are missed.

2. Assign Expiration Date to Documents: From the side panel or with a quick right-click on a document, users can easily set and update expiration dates for any document.

3. One-Click Resolution: Resolve expiring documents swiftly with a simple right-click or toggle button from the side panel, making record-keeping efficient and accurate.

4. Convenient Previews: Quickly preview documents via the side panel without fully opening each file, saving time and effort.