Guides
Short guides for running document reviews.
From installing ExpiryPoint to your first review round, rules and approvals, reminders, reports and several sites. Each one takes a few minutes to read.
Install ExpiryPoint
Upload the package to your app catalog once, add the web part to a page, enter your licence key.
Read the guideYour first review round
Set the default rule, let ExpiryPoint date every document, then work through what is due.
Read the guideRules and approvals
Different documents need different review cycles. Rules set the interval, the reviewers and the approvals.
Read the guideReminders
Reminders before and after each review date, by email from your own mailbox and in Microsoft Teams.
Read the guidePower Automate recipe
Reminders on a fixed schedule and Microsoft Teams messages, from flows your organisation owns, built from Microsoft's standard connectors in a few minutes.
Read the guideReports and export
Completion rate, overdue now, a 12-month trend and results by department, library and owner, ready to export.
Read the guideSeveral sites and libraries
Cover every library on a site, or a chosen set, and bring other sites into one dashboard.
Read the guide