Title: Document Expiry Reminder Author: sathsarawj Published: July 21, 2026 Last modified: July 21, 2026 --- Search plugins ![](https://s.w.org/plugins/geopattern-icon/document-expiry-reminder.svg) # Document Expiry Reminder By [sathsarawj](https://profiles.wordpress.org/sathsarawj/) [Download](https://downloads.wordpress.org/plugin/document-expiry-reminder.0.1.0.zip) * [Details](https://wordpress.org/plugins/document-expiry-reminder/#description) * [Reviews](https://wordpress.org/plugins/document-expiry-reminder/#reviews) * [Installation](https://wordpress.org/plugins/document-expiry-reminder/#installation) * [Development](https://wordpress.org/plugins/document-expiry-reminder/#developers) [Support](https://wordpress.org/support/plugin/document-expiry-reminder/) ## Description Document Expiry Reminder helps you keep track of documents that expire — licences, certificates, contracts, permits, insurance policies and similar records — and reminds the right people before they lapse. This plugin assists with document-expiry tracking and reminders. It does not provide legal advice or guarantee regulatory compliance. #### Major features * **Document tracking** — title, reference number, category, owner (a WordPress user), issue date, expiry date, workflow state, and notes, with a calculated status (Active, Expiring Soon, Critical, Expired, or No Expiry) that recalculates automatically as dates approach. * **Automated reminders** — a daily scan sends email reminders on configurable days-before/after-expiry offsets, to configurable recipients (site administrator, document owner, or a custom email address), either globally or overridden per document. * **Renewal history** — renewing a document records the previous dates and file as an immutable history entry; nothing is ever overwritten or lost. * **Secure file uploads** — attach a scanned copy of a document, stored outside the web-servable uploads path and served only to authorized users. * **CSV import and export** — bulk-load documents from a spreadsheet, or export the current list, with a preview-before-import safety step. * **Role-based access** — an Administrator role and a Document Manager role (everything except plugin settings), built from nine independent capabilities so access can be tuned further if needed. * **Notification history** — every reminder ever sent, failed, or skipped is recorded and reviewable, with a manual retry action for failures. * **Privacy-aware** — integrates with WordPress’s built-in personal-data export and erasure tools. * **Accessible** — audited against WCAG 2.2 AA (see docs/ACCESSIBILITY.md in the plugin’s source repository). * Deactivating the plugin never deletes your data. Uninstalling it only deletes data if you explicitly opt in beforehand. #### Who this is for Anyone tracking documents with a hard expiry date and a real cost of missing it: compliance certificates, professional licences, insurance policies, contracts, permits, domain/SSL-adjacent internal records, or similar. It is a WordPress-native alternative to a spreadsheet with a manually-checked “renew by” column. ### Configuration All configuration lives on Document Expiry Settings: * **Expiring soon days / Critical days** — how many days before expiry a document is considered “expiring soon” or “critical”, for the calculated status shown throughout the admin. * **Reminder processing time** — the time of day (in your site’s configured timezone) the daily reminder scan runs. * **Batch size** — the maximum number of reminder emails sent per processing run, to bound how long any one run takes. * **Global reminder rules** — one or more “N days before/after expiry, send to X” rules that apply to every document left on the default “inherit” reminder mode. Individual documents can instead be given their own document-specific rules, or have reminders disabled entirely. * **File uploads** — enable/disable, maximum size, and allowed file extensions. * **Email sender name / reply-to** — used on outgoing reminder emails. * **Delete data on uninstall** — off by default; see “Privacy” below. All dates entered anywhere in the plugin are interpreted, calculated, and displayed in your site’s configured timezone (Settings General Timezone in WordPress core), not UTC and not the server’s local time. See `docs/ADMIN-GUIDE.md` in the plugin’s source repository for a full walkthrough of every screen. ### Privacy This plugin stores documents, categories, reminder rules, renewal history, uploaded files, and notification records in its own database tables. The only personal data involved is the association between a document and its “owner” (a WordPress user) and the recipient email addresses reminder notifications were sent to. * It registers `wp_add_privacy_policy_content()` suggested policy text. * It supports WordPress’s built-in “Export Personal Data” tool for a document owner’s associated documents. * It supports WordPress’s built-in “Erase Personal Data” tool: erasing a user anonymizes their `owner_user_id` reference on documents (the documents themselves, and their history, are never deleted by an erasure request — only the personal- data linkage is removed). * It makes no external network calls and uses no third-party analytics, advertising, or tracking service of any kind. * Deactivating never deletes data. Uninstalling only deletes data if you have explicitly opted in via Settings beforehand. ### Support Please use the plugin’s WordPress.org support forum for questions. Include your WordPress version, PHP version, and (if reporting a bug) the steps to reproduce it and any relevant error messages — never include real document contents, email addresses, or other personal data in a public support request. ### License This plugin is licensed under the GPLv2 (or later). See https://www.gnu.org/licenses/ gpl-2.0.html for the full license text. ## Installation 1. Upload the plugin to the `/wp-content/plugins/` directory, or install it through the WordPress “Add New Plugin” screen (Plugins Add New Upload Plugin). 2. Activate the plugin through the “Plugins” screen in WordPress. Activation creates the plugin’s database tables and the “Document Manager” role; it never modifies any other plugin’s or WordPress core’s data. 3. A new “Document Expiry” menu appears in the admin sidebar. Start on its Settings screen to configure reminder timing, thresholds, and recipients (see “Configuration” below), then add your first document from Document Expiry Add New. #### Requirements * WordPress 6.5 or later. * PHP 8.1 or later. * Outbound email configured on the server (or an SMTP plugin) for reminders to actually leave the server — see “Email delivery” below. * If using file uploads: a hosting environment where a non-web-servable directory can be created under `wp-content/uploads/` — see “Secure upload requirements” below. ## FAQ ### Does this plugin guarantee legal or regulatory compliance? No. This plugin assists with document-expiry tracking and reminders. It does not provide legal advice or guarantee regulatory compliance. You remain responsible for verifying your own compliance obligations. ### Does deactivating the plugin delete my data? No. Deactivation never deletes data. Data is only removed on uninstall (deleting the plugin after deactivating it), and only if you have explicitly enabled “Delete data on uninstall” in Settings beforehand. By default, uninstalling also preserves all data. ### Does a “Sent” notification mean the email was actually delivered? No. “Sent” means WordPress’s `wp_mail()` function accepted the message for processing and reported success — it does not mean the message was delivered to, or arrived in, the recipient’s inbox. Actual delivery depends on your server’s mail transport, DNS/SPF/DKIM configuration, and the receiving mail server, none of which this plugin controls or can verify. If reminders are not arriving, check your site’s outbound- email configuration (an SMTP plugin is strongly recommended over PHP’s default mail() function) and the Notifications screen for recorded failures. ### Why didn’t my reminder send exactly on schedule? By default, WordPress uses WP-Cron, which only fires on a site visit — on a low- traffic site, a scheduled event can run late. For reliable timing, configure a real system cron job to trigger WordPress’s scheduler instead of relying on site traffic. See `docs/CRON-SETUP.md` in the plugin’s source repository for exact instructions. The Notifications screen shows a warning if scheduling looks unhealthy or stale. ### What are the server requirements for secure file uploads? Uploaded files are stored in a dedicated directory (`wp-content/uploads/document- expiry-reminder-private/`) that must not be directly reachable by URL — files are only ever served through the plugin’s own authenticated download handler. The plugin attempts to verify this automatically and warns in the admin if it cannot confirm protection. On Apache, this typically requires directory listing and direct access to be disabled (an `.htaccess` file, generated automatically, handles this in most configurations); on Nginx, a matching server-block rule needs to be added manually. See docs/FILE-STORAGE-SETUP.md in the plugin’s source repository for exact configuration examples. ### Where do I report a bug or request a feature? Through the plugin’s support forum on WordPress.org, or the issue tracker of its source repository if you installed it from source control. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “Document Expiry Reminder” is open source software. The following people have contributed to this plugin. Contributors * [ sathsarawj ](https://profiles.wordpress.org/sathsarawj/) [Translate “Document Expiry Reminder” into your language.](https://translate.wordpress.org/projects/wp-plugins/document-expiry-reminder) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/document-expiry-reminder/), check out the [SVN repository](https://plugins.svn.wordpress.org/document-expiry-reminder/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/document-expiry-reminder/) by [RSS](https://plugins.trac.wordpress.org/log/document-expiry-reminder/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 0.1.0 Initial release candidate. See CHANGELOG.md in the plugin’s source repository for the full, itemized list of what this version includes. ## Meta * Version **0.1.0** * Last updated **24 hours ago** * Active installations **Fewer than 10** * WordPress version ** 6.5 or higher ** * Tested up to **7.0.2** * PHP version ** 8.1 or higher ** * Tags * [compliance](https://wordpress.org/plugins/tags/compliance/)[documents](https://wordpress.org/plugins/tags/documents/) [expiry](https://wordpress.org/plugins/tags/expiry/)[Notifications](https://wordpress.org/plugins/tags/notifications/) [reminders](https://wordpress.org/plugins/tags/reminders/) * [Advanced View](https://wordpress.org/plugins/document-expiry-reminder/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/document-expiry-reminder/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/document-expiry-reminder/reviews/) ## Contributors * [ sathsarawj ](https://profiles.wordpress.org/sathsarawj/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/document-expiry-reminder/)