Parallel:


Expired 30 Days:


Date Token Calculator:
Expired for 30 days:
• Date: %(Date)
• Time: None
• Adjustments: Subtract 30 days

Search Repository:
Search Query:
        {[]:[Insurance Expiry Date]="%(DateTokenCalculator_Expired for 30 days)"}
If a search result is a shortcut, keep it as a shortcut
Default
Return: All results

For Each Entry:
Iterate through the entries in:
(Search Repository::Output Entries)
Record entries in workflow tracking.

Assign Field Values:
Entry: (For Each Entry::Current Entry)
Field Values:
• Insurance Status = Expired

Retrieve Field Values:
Entry: (For Each Entry::Current Entry)
Field values to retrieve:
• Insurance Status

E-mail:
To: 
Subject: Insurance Expired - 30 Days
Attachments:
• For Each Entry (CurrentEntry) [Folder Shortcut]
Body: The liability insurance for the attached agreement has been expired for 30 days. Please send a reminder notice.

Have a great day.

Priority: High

Will expire in 14 days:


Date Token Calculator 2:
Expiring in 14 Days:
• Date: %(Date)
• Time: None
• Adjustments: Add 14 days

Search Repository 2:
Search Query:
        {[]:[Insurance Expiry Date]="%(DateTokenCalculator2_Expiring in 14 Days)"}
If a search result is a shortcut, keep it as a shortcut
Default
Return: All results

For Each Entry 2:
Iterate through the entries in:
(Search Repository 2::Output Entries)
Record entries in workflow tracking.

Sequence 4:


Assign Field Values 2:
Entry: (For Each Entry 2::Current Entry)
Field Values:
• Insurance Status = Waiting

Retrieve Field Values 2:
Entry: (For Each Entry 2::Current Entry)
Field values to retrieve:
• Insurance Status

E-mail 2:
To: 
Subject: Will Expire in 14 Days
Attachments:
• For Each Entry 2 (CurrentEntry) [Folder Shortcut]
Body: The liability insurance for the attached agreement will expire in 14 days. Please prepare a reminder notice.

Have a great day.
Priority: High