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How to Set Up and Customize Card Expiration Notifications

In the ID Management System (IDMS), not only can admins add expiration dates to the ID cards, but they can also automate and customize card expiration notifications. The app user can receive a reminder notification 10 days before expiration and another when the card expires. This guide will show you how to enable and personalize these notifications to fit your needs.

Step 1: Log into the ID Management System

Log in to the IDMS, navigate to the left panel, and click ‘Digital Templates’.

Step 2: Select your Card Template

Under the ‘More’ column, click the three dots on the desired template, then click ‘Edit Template’.

Step 3: Enable Expiration Reminders

To enable expiration reminders, navigate to the Expiration tab and turn on the “Send Expiration Reminder” feature. Then, click the “Save” button to apply the changes.

Step 4: Click on the Card Configurations link

Next, click on the “Card Configurations” link in the left panel. On the Card Configurations page, select “Manage Card Status Workflows.”

Step 5: Manage Card Notifications

On the Card Status Workflows page, click “Manage” under Card Notifications. In the Expiration & Renewal section, select “Yes” for both Notify cardholders when their installed card expires and Notify cardholders when their installed card is about to expire. Then, update or keep the default notification messages for both scenarios.

Scroll to the bottom of the page and click the “Save” button to apply your changes.

All set!

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