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Expiry & compliance calendar

Nothing important should expire quietly.

A lapsed electrical CoC holds up a transfer. An expired B-BBEE affidavit loses a tender you'd already won. A tax clearance PIN that ran out last month costs you the contract. None of these announce themselves — they simply stop being valid, and you find out from someone else.

Saving and viewing expiry dates is available on every account. Marked automation is on our roadmap.

How the dates get there*

You shouldn't have to type in a single date.

Every compliance calendar ever built has died the same death: somebody had to maintain it. Three routes get a date into KuduDoc, and the first one is the whole point.

1

AI reads it off the document*

Upload the certificate and KuduDoc reads it: issue date, valid-until date, certificate number, the holder, the property or vehicle it belongs to. No capture form, nothing to forget. This is what makes the calendar real — dates arrive because a document arrived, which is the only moment anyone is reliably paying attention.

The one that matters

2

The document type implies it*

Some documents have a known life — but they don't all start the same clock, which is where most reminders go wrong. A B-BBEE sworn affidavit runs 12 months from the date the Commissioner of Oaths signs it; a verified B-BBEE certificate runs 12 months from issue. An electrical certificate of compliance is different in kind: it has no expiry date at all. Regulation 7(5) of the Electrical Installation Regulations bars a change of ownership on a certificate older than two years — so it never lapses while you hold the property, and it is already useless the day you decide to sell. A SARS tax compliance status PIN is different again: you choose how long it lives when you request it, and the status behind it is checked live at the moment someone uses it. KuduDoc counts from whichever date that type actually starts on — and tells you what the date actually means.

Rules per document type

3

You set it yourself

For everything else — a lease renewal window, a contract milestone, a warranty that arrived as a paper slip in a box — set the date by hand once, assign an owner, and never think about it again. This route works today; the two above are in build.

Available now

Where the AI stops. Extraction is good and it is not infallible — a faded scan, a handwritten date or an unusual layout can be read wrong.

So every date KuduDoc reads is shown to you with the document open beside it, to confirm or correct in one click. The reminders then run off the date you confirmed, not off a guess. More on how the AI reads documents.

* On our roadmap — in build, not live yet.

What KuduDoc watches

The things that quietly expire and cost you.

Not files. Documents with a date on them, where the date is the whole point.

Compliance certificates

Electrical CoC, gas, plumbing, beetle and fire — the certificates that hold up a property transfer or a lease the moment one is out of date.

Insurance policies

Professional indemnity, public liability, fidelity cover and fleet. The renewal date, and the cover note a client will ask you to produce.

Leases and renewal windows

Not just the end date — the notice window before it, which is the date that actually decides whether you stay, move or renegotiate.

Driver's and vehicle licences

Licence discs, driver's licences, PrDPs and roadworthy certificates — per vehicle and per driver, so nobody is on the road without one.

Professional registrations

The annual registration that lapses without a sound — and takes the right to sign off work with it until somebody pays the fee.

Tax clearance

A SARS tax compliance status PIN runs for 12 months. Every tender and most new clients want a live one, on the day they ask.

Work permits and visas

Critical skills, general work and intra-company transfer permits — flagged with enough warning that renewal is actually possible.

Contracts with auto-renewal

Fixed terms, evergreen clauses, and the notice period that decides whether it rolls over for another year without anyone deciding.

B-BBEE affidavits

Sworn affidavits are valid for 12 months from the date of signature; verified certificates for 12 months from issue. Tenders check both.

Warranties and guarantees

Equipment warranties, construction guarantees and retention release dates — the ones you only go looking for once something has broken.

Reminders that reach someone*

A reminder nobody reads isn't a reminder.

90, 60, 30 and 7 days before expiry — by email, and by WhatsApp*, which is where South Africans actually read things. The same channel KuduDoc uses to deliver signature requests.

And every document gets an owner. Not a shared inbox, not "the team" — a named person whose job it is to renew that one thing.

Four reminders, escalating 90 and 60 days are a heads-up. 30 days goes to the owner and their manager. 7 days is loud, and it keeps going until the replacement document is in.
Email, and WhatsApp* WhatsApp delivery is a Business add-on on our roadmap. Honest scope: it's a delivery channel, not a signing surface — see KuduDoc Flows for how it's built.
An owner per document Assign it once. The reminder has a name on it — and so does the gap if it lapses. Unassigned documents are shown as unassigned, loudly.
It stops when the job is done Reminders end when the replacement document is uploaded and sealed — not when somebody ticks a box to say they'll get to it.
Auto-renewal traps*

The one month you could have cancelled.

Evergreen contracts don't expire. They renew — usually for another twelve months, usually needing 60 or 90 days' notice, and usually while nobody is looking at the contract at all.

KuduDoc's AI reads your contracts for automatic renewal clauses and works out the two dates that decide everything: when the notice window opens, and when it shuts. Then it treats the closing date exactly the way it treats an expiry — 90, 60, 30 and 7 days of warning, to a named owner.

It finds the clause Renewal term, notice period and the method of notice, read out of the contract text rather than out of somebody's memory.
Two dates, not one The window opens, and the window shuts. Miss the second one and you've bought another year of something you meant to end.
Quoted, so you can check it The clause is shown with its number and its wording, so you read it yourself before you act on it. How the AI reads contracts.
Across the whole archive Every contract in the Shelves, not just the one you happen to be worried about this week.

Read the clause, then decide. KuduDoc points at the wording and quotes it with its clause number. It doesn't interpret the contract for you, it doesn't advise you whether to cancel, and it doesn't send the notice on your behalf.

What it removes is the failure that actually happens: nobody knowing the window was open until after it had closed.

Where this sits

The calendar is one part of a bigger idea.

KuduDoc isn't an e-signature tool with a diary bolted on. It's important-document management for South Africa — the documents, the intelligence that reads them, and the dates that follow.

KuduDoc Shelves

The documents themselves live here.

Every certificate, policy, lease and contract, sealed with a certification signature, a SHA-256 fingerprint and a timestamp — searchable by party, date and type, and free for anyone to verify. The renewals calendar is a view onto your shelves, not a separate list you have to keep in step with it.

Explore KuduDoc Shelves

AI in KuduDoc

The intelligence that reads the dates.

The same reading layer that pulls an expiry date off a certificate also answers questions about what you hold, finds clauses across an archive, and flags personal information before you share a document. Dates are simply the most useful thing it can tell you without being asked.

What the AI can do

Compliance certificates

The certificates that hold up a property transfer.

Electrical, gas, plumbing, beetle and fire certificates are the sharpest version of this problem in South Africa: a transfer stalls, a lease can't be signed, an insurer declines a claim — all because a certificate quietly went out of date. That page covers the signing side; this one covers the watching.

Compliance certificates in detail
Questions, answered plainly

Before you trust a calendar with this

Find out before it expires, not after.