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How should a business track its important documents?

By The REMNIVO team · Published · Updated

Store documents privately against the records they belong to, tag issue and expiry dates, and let software warn you before anything lapses. Folders organise files; expiry tracking protects you.

Most businesses can find a document eventually. Fewer know when it expires. An insurance certificate filed under 'Suppliers → ABC → Insurance' still surprises you if nothing watches its expiry date.

Principles that work

  • Attach each document to the entity it evidences — supplier, asset, contract
  • Version rather than overwrite: history answers disputes
  • Record issue and expiry dates at upload time; missing dates become findings themselves
  • Keep storage private and access-controlled; certificates contain personal data

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