Leverage Vanta's document renewal settings to keep your documents up to date. You can set a recurring renewal cadence or choose a one-time custom renewal date when needed. Automated reminders notify you in advance of upcoming renewals.
When it's time to renew a document, create a new draft, add your updated files, and mark the draft as complete. The renewed evidence becomes the current version of the document.
If a document includes multiple files, an expired file can cause the document to require review so you can update the evidence.
Renewal recurrence
Choose how often a document should be renewed after the renewal date. The next renewal is calculated from the effective date of the uploaded file(s), not the date the document was renewed.
To edit the recurrence for a document:
From the Documents page, open a document.
In the document header, click the current renewal cadence.
In the Edit document renewal settings modal, use the Recurrence dropdown to select your preferred frequency:
Annually
Bi-annually
Quarterly
Monthly
Weekly
Never
Click Save changes.
Custom renewal dates
Set a custom renewal date when you need a document to renew on a specific date outside of its regular cadence. A custom renewal date overrides the next scheduled renewal date. After that date, the document resumes its normal recurrence cadence.
To select a custom renewal date for a document:
From the Documents page, open a document.
In the document header, click the current renewal cadence.
In the Edit document renewal settings modal, select a Custom renewal date.
Click Save changes.
You can remove the custom renewal date at any time to return to recurrence-based scheduling.
Automated reminders
Choose when to send a document reminder before the renewal date.
To update reminder timing:
From the Documents page, open a document.
In the document header, click the current renewal cadence.
In the Edit document renewal settings modal, enter the number of days in Remind me this number of days before.
Click Save changes.
Upcoming renewals
On the Documents page, use the Renew by filter to see documents with upcoming renewals by timeframe. If a custom renewal date is set, it appears with a Custom label next to the date.
You can filter by Overall status and Document status to quickly identify documents that need attention:
Trigger | Overall status | Document status |
Document reminder is sent | Due soon | Expiring soon |
Document renewal date has passed | Overdue | Expired |