Help · Settings

How to set Kagaz preferences

Retention and expiry reminders.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

  1. Open Settings and choose the section (or search settings by name).
  2. Settings → Kagaz.
  3. Set default reminder days before expiry and who receives reminders.
  4. Set retention periods for document categories.
  5. Click Save. Sensitive values — GSTINs, number series, security — still go through approvals if your organisation has approval rules for settings.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support