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Product walkthrough

How GlobalERPfy ReminderPro works

Explore the workflow, understand the main features and see how expiry tracking can become a simpler part of your routine.

01 · Overview
One clear view of your documents

Keep important document details together and monitor upcoming or missed expiry dates from a single workspace.

◷Expiry overviewUpcoming and expired records
✉Email remindersScheduled notifications
01

What is GlobalERPfy?

Your document expiry management workspace

GlobalERPfy ReminderPro helps customers record document details, track expiry dates and receive email reminders for records that are due soon or already expired.

How it works

  1. Review records due within 30 days and records already expired.
  2. Scheduled email reminders are sent on the 1st and 15th of each month.
  3. Use the information to plan renewals before important dates pass.
✓ Your benefitLess manual tracking, better visibility and more time to plan ahead.
02 · Access
Start with your own customer portal

Register for a customer account or sign in securely with your existing credentials.

↗Customer registrationCreate your account
✓Customer loginOpen your workspace
02

Register or sign in

Access your GlobalERPfy workspace

From the homepage, choose Register to create a new customer account or Login if you already have one.

What you can manage

  1. Create and update document records within your subscription limits.
  2. Organize records under types such as Passport and Driving License.
  3. Create additional document types to match your needs.
  4. Review your dashboard and expiry reminders.
✓ Your benefitA dedicated place to manage document details and their expiry status.
03 · Categories
Keep records grouped logically
▤PassportStandard document type
▤Driving LicenseStandard document type
＋Vehicle InsuranceExample custom type
03

Create document types

Organize records your way

Passport and Driving License are available as standard types. You can create other types such as National ID, vehicle insurance or other records relevant to you.

Why types matter

  1. Every document record is associated with a type.
  2. Types help organize and filter your records.
  3. The number of types available depends on your subscription package.
✓ Your benefitFind, group and understand your records more easily.
04 · Add a record
Capture the details that matter
#Document numberUnique within its type
TDocument name and typeIdentify the record
◷Expiry dateTrack the important date
04

Add a document record

Enter its details—no file upload needed

Create a new entry from the Documents section. GlobalERPfy tracks the information you enter; you do not need to upload a scan or PDF of the document.

Steps to add a record

  1. Enter the document number and name.
  2. Select an existing document type or create a new one.
  3. Enter or select the expiry date and save the record.
✓ Your benefitKeep key document details organized without storing document files in the portal.
05 · Manage
Find the right record quickly
⌕Filter by status or typeAll · Due soon · Expired
✎Update expiry dateKeep records current
↶Deleted recordsRestore within retention period
05

View and manage records

Filter, update or remove entries

Use the available view options to show all documents, a selected type, documents expiring within 30 days or expired documents.

Available actions

  1. Filter the list and display the records you need.
  2. Edit a record to update its expiry date.
  3. Delete records that are no longer needed.
  4. Deleted records can be restored from trash during the retention period, subject to duplicate checks.
✓ Your benefitA manageable list of current records and a clear way to handle unwanted entries.
06 · Renewals
Keep expiry information up to date
◷Existing expiry dateReview the current record
↻New expiry dateSave after renewal
✓Updated recordReady for future reminders
06

Update expiry dates

Reflect a renewed document in your records

After a document is renewed, open the relevant record from View / Manage and use its edit option to update the expiry date.

How to update

  1. Choose the record you want to edit.
  2. Enter or select the new expiry date.
  3. Save the change and verify the updated record.
✓ Your benefitKeep the record accurate so future expiry tracking remains useful.
07 · Everyday use
Build a simple review routine
✓Keep details currentReview important records
✉Check email remindersPlan renewals in advance
▦Review dashboard statusSee upcoming and expired items
07

Get more from ReminderPro

A practical habit for important records

GlobalERPfy is designed to make document expiry status easier to see and document information easier to maintain.

Make it part of your routine

  1. Keep document details and expiry dates accurate.
  2. Review dashboard summaries and email reminders.
  3. Update records when documents are renewed.
  4. Choose a subscription capacity that fits your needs.
✓ Your benefitBetter organization, less manual tracking and improved visibility of important dates.
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