Renew an expiring document
You will have the renewed document on the vehicle, driver, customer or supplier record with its new number and dates, the status back to Current and the dashboard count corrected.
When a document enters its Remind Before window, its Status on Vehicles › Document Tracking changes to To be Renewed, and once the expiry date passes it becomes Overdue. Renewal in the app is simple: upload the new copy with its new dates on the same row, from the record’s profile. The status is recalculated from the new Expiration Date.
This page starts from the Document Tracking list, which is where most renewals are spotted, and ends at the profile where the upload happens.
Before You Start
- The renewed document has been issued and you have its new number, issued date, expiry date and a scan or photo.
- The document type is still active in Settings › Document Mapping.
Steps
- Open Vehicles › Document Tracking and pick the tab: Vehicle, Employee, Customer or Supplier.
- Find the rows with Status To be Renewed or Overdue. Next Reminder Date tells you when each one entered its window. Work the Overdue rows first.
- Open the record named in EntityName. For a vehicle, open its profile and the Document Tracking tab; for a driver or employee, the Documents tab on the edit page.
- Click Upload on the row for that document type.
- Enter the new Number, Issued Date and Expiration Date. If the number is unchanged, type it again. The new expiry date is what moves the status back.
- Attach the new copy and Save.
- Return to Vehicles › Document Tracking and confirm the row now shows Current with a new Next Reminder Date.
Fields on the upload form
Field | What to enter | Required |
|---|---|---|
Number | The new document or policy number | Recommended |
Issued Date | Issue date of the renewed document | Recommended |
Expiration Date | New expiry date; this resets Status and Next Reminder Date | Yes |
Attachment | Scan or photo of the renewed document | Recommended |
What This Changes
- The row’s Status returns to Current, and Next Reminder Date is recalculated as the new Expiration Date minus the Remind Before days.
- The dashboard Vehicle Documents or Employee Documents tile moves the record out of Overdue or To Be Renewed.
- The record’s own document tab and its Excel export show the new dates and attachment.
- No further reminder is sent for this document until the new Next Reminder Date.
Tips
- Renew in the app on the day the new document arrives, not at month end. Until you do, the dashboard and any customer or inspector checking the attachment see the expired copy.
- If a document will not be renewed because the vehicle is sold or the driver has left, mark the vehicle or employee inactive instead of leaving the row Overdue.
- For documents that are late every time, raise the Remind Before days on the mapping so the To be Renewed status appears earlier.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.
