In this release, you can now:
Assign document owners – Assign owners (an individual or a group) to every document so everyone knows who's responsible for keeping it accurate and up to date.
Manage owners in bulk – Save time by adding, removing, or replacing owners across multiple documents at once.
Set expiry dates and notify owners – Add expiry dates to help manage documents over time. Owners are notified when documents are updated, expiring or expired, helping them keep everything current.
Filter by owner or expiry – Quickly find what you need by filtering documents based on who owns them or when they expire.
See when information’s out of date – A clear banner appears when you open an expired document, so you know when information may no longer be current.
What you’ll love about this new functionality
You can now keep every document accurate and up to date without manual follow-up. Clear ownership, expiry dates, and reminders make it easy to stay on top of compliance while giving your teams confidence they’re working with the latest information.
Key benefits:
Always current and compliant – Assign clear ownership, set expiry dates and receive reminders so critical files like SOPs, policies, and SWMS stay up to date.
Save time on admin – Bulk updates, filters and notifications reduce manual work so you can focus on keeping documents accurate and compliant.
Confidence when it counts – Frontline teams can trust that they have the right information at the moment they need it — essential for safety, quality, and compliance.
How to get started with the new release
This update is now available for all teams. Read our support articles for information on getting started with document owners, expiry dates and filters.