Manage expiring documents and submissions

When you complete the procedure below, you'll see a list of documents without an expiration date; click the Principal Investigator name to access the document’s work area.

1. From the top navigation menu, hover over More and click Expiring items.
2. Select the study name, if necessary.
3. Click the appropriate tab to display desired results:
   1. Not specified: documents for which an expiration date has not been assigned
   2. Expired: expired documents, including the date they expired
   3. Expiring: documents that will be expiring in the next 30, 60, 90, 120, or more than 120 days (or whatever intervals your organization has configured).
4. At Item, select Documents or Submissions.
5. At Show, select Active or Addressed.
6. To specify or update an expiration date for a listed document, click the PI name. The document work area displays. Enter an expiration date and click Done.
7. To filter the list, enter a country, site, investigator, or document name into the search box, and then hit your computer’s return key.

After completing the procedure above, if you receive an updated document, add a new version of it with a new expiration date. Remove the expiration date from the old document by clicking X next to the date.