Expiry & alerts

In simple words

Expiry & alerts is part of Digi Locker. Never miss a renewal or expiry. This guide takes you through it in 5 short steps.

Where it fits in your work — Protect. Records are encrypted and visible only to those you share them with.

Before you start

• You need to be signed in to your company's workspace. Digi Locker appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Expiry & alerts belongs to Protection in Digi Locker. Never miss a renewal or expiry.

Step by step

1. 1

   Step 1

   Open Digi Locker

   Sign in and open the Digi Locker panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Expiry & Alerts3”

   In the left menu, click “Expiry & Alerts3”. The “Expiry & Alerts” screen opens.

3. 3

   Step 3

   Narrow the list

   Use these filters to see only what you want:

   • Ownership
   • Client
   • Record type
4. 4

   Step 4

   Other actions on this screen

   You will also see these buttons:

   • Apply
5. 5

   Step 5

   Done

   Never miss a renewal or expiry.

Tips

• You can use more than one filter together (Ownership, Client, Record type) to see exactly the records you want.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Digi Locker → Open “Expiry & Alerts3” → Narrow the list → Other actions on this screen → Done

What it connects to

• Legal & Documents

  Signed documents are filed here.

• Projects

  Client credentials for project work.

• Workspace

  Expiry alerts reach the right people.

What you will see on this screen

These are the parts of the Expiry & Alerts screen, exactly as they appear in the product.

Why use Digi Locker

Digi Locker replaces password & document vault tools, on the same login and the same data.

• Credentials and documents encrypted and access-controlled
• A vault per client, kept separate
• Expiry alerts so nothing lapses by surprise
• Know exactly who opened or changed what

Who uses Digi Locker

• Administrators

  Own the company vault and its access rules.

• Account managers

  Keep each client's vault in order.

• Employees

  Use only the vaults and records shared with them.

• Management

  Watch expiries and review the activity log.

More in Protection