What you need
The record's name and its expiration date. Everything else in the form is optional and can be added later.
Add the record
- Open your ledger. On an empty ledger choose Add your first item. Once the ledger has records, the button is Add item.
- Pick a Type: License, Insurance, Certification, Permit, Registration or Other.
- Type a Name, such as General Liability Insurance.
- Enter the Expiration date. If the record has none, tick It doesn't expire.
- Choose Add record.
The line at the bottom of the form says what is still missing, for example Still needed: an expiration date.
To enter several records in a row, choose Save and add another. The record is saved and the form clears for the next one. The button shows while your plan has room for more than one more record.
Optional details
Under What it says on the paper you can fill in the Issuing body, a Record number, a Holder, Notes, and attach the document itself. Record types and fields explains each one.
Reminders for the new record
On a paid plan, the form counts the reminder emails scheduled before the date you typed. A new record uses your workspace's default days. Choose Change to pick different days for this record only.
On the free plan a record gets one email, 30 days before it expires, and the form has no day picker.
After you save, a Record added. message names the day of the next reminder email, or says why none is scheduled.
The free plan's limit
The free plan holds up to 3 records. At the limit, Add item is no longer shown and the workspace owner sees Upgrade to add more in its place. The records you already have stay in the ledger and can still be edited.