Reusing Applications saves Applicants time by allowing them to bring existing applications up to date. The Expiration field on Required Document Templates determines the action taken on a Required Document on reset. You have three options:
- None (default) – No action taken
- Expire on Reset – The Required Document and all uploaded files will be deleted from the application and cloud storage
- Expire on Date – If the Required Document’s expiration date has passed, the Required Document and all uploaded files will be deleted
Expire on Reset
Most commonly used for bank statements and pay stubs that need periodic refreshing.
Expire on Reset deletes uploaded files when:
- Required Document Template: Expiration = Expire on Reset
- Service File: Status = Application in Process
- Service File: Application Status updated from Approved or Declined to Invited
Expire on Date
Most commonly used for files like Driver’s Licenses with an expiration date. An Expiration Date is entered by the applicant or staff. The system evaluates expiration dates when the application is opened — it does not check every application daily.
Expire on Date deletes uploaded files when:
- Required Document Template: Expiration = Expire on Date
- Service File: Status = Application in Process
- Service File: Application Status = Invited or Incomplete
- Today > Required Document Expiration Date
Troubleshooting Tip: What if I forgot to set the Required Document to Expire on Reset? Go to Service File > Required Docs. Delete all Required Document Files related to the Required Document. Set the Required Document Status to Waiting.