When to log one
Log a renewal once you have renewed a license, policy or certificate and know its new expiration date. It works the same on every plan.
Log the renewal
There are three ways in: the I've renewed it button in a reminder email, Log renewal on the record's page, or Log renewal in the menu at the end of the record's row in the ledger.
- In Log a renewal, enter the new Expiration date.
- If you have the renewed document, attach it under Documents.
- Choose Save changes.
The date has to change. If you save the date the record already has, the form asks for the renewed date and logs nothing.
What changes
- The old date moves into the record's history, with the details and the document the record had at the time.
- The record shows the new date, and its reminders start over for that date.
- Follow-up emails for the old date stop. On a paid plan those go out 1, 7 and 30 days after a date passes.
A Renewal logged. message confirms the new date and says when the next reminder email is, or why none is scheduled.
See past renewals
Open the record. The History section lists each renewal with the date it replaced. Once a record has a past renewal, the History button at the top opens Renewal history. There, each past date has a View archived document link if a file was attached then.
The renewed document
A renewal keeps the record's current file unless you attach a new one. Until you do, the record's Document section says the copy was attached before the renewal was logged, and offers Attach renewed copy. See attach a license, policy or certificate.
Records with no date
A record marked as never expiring has no Log renewal button.