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How expiration alerts work

In this article: Email at 90, 60, 30 and 7 days before each deadline — to your team and to the contractor.

Applies to Starter plan or above

The point of tracking expiry dates is being told before they matter. TrackMyVendor checks every contractor once a day and emails when something is coming due.

The schedule

Alerts fire at 90, 60, 30 and 7 days before a deadline. You choose which of the four you want — all of them by default.

The check runs every morning at 7am. An item crossing one of your thresholds overnight produces an email that day, once. You won't get the same 30-day warning twice.

Two emails, two audiences

Goes toContains
Your organization's membersWhich contractor, which document or licence, and how long is left.
The contractorWhat's expiring on their side, and — when there's an open request on their record — a link to upload the replacement.

The second one is the one that saves the time. Most compliance chasing is a person forwarding a reminder to a subcontractor; here that happens on its own.

Careful

The contractor's copy only goes out if you've saved an email address on their record, and it only carries an upload link when there's a pending request open for them. Without an address they're never told at all, and you're back to chasing by hand — so it's worth filling in.

Changing the schedule

Settings → Notifications → Alert Schedule. Untick any window you don't want. Turning off 90 days is common — three months out, nobody acts.

The Notifications tab, with the weekly summary above and the 90/60/30/7 day alert schedule below
Both notification settings live on one tab. The alert schedule is the lower half.

What triggers one

  • Certificates of insurance, per coverage — each policy line has its own date.
  • Licences, verified or manually entered.
  • General documents you've given an expiration date to.

W-9s never expire, so they never alert. That's exactly why they go missing.

Note

Per-deadline alerts need a Starter plan or above. On Free you get the weekly compliance summary instead — one Monday digest, to your team only, without the contractor's copy.

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