Keep your franchise locations audit-ready without chasing down paperwork.
Why This Matters
Missing or expired documents like insurance certificates, food permits, or business licenses can cause serious disruptions. Delightree makes it easy to centralize and manage compliance—with reminders, document tracking, and approval flows built in.
Step 1: Set Up Clear Categories
Think of categories as your compliance “folders.” These help you group documents by type and set expectations across all locations.
Examples of common categories:
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General Liability Insurance
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Business License
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Food Safety Certificate
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Health Inspection Report
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Franchise Agreement
💡 Pro Tip: Use consistent naming across all categories to keep things clean and searchable.
Step 2: Upload Existing Documents
Start loading in what you already have, by location.
How to do it:
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Go to the Compliance section on your dashboard
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Click Add Document
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Choose a category or create a new one
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Select the Location it belongs to
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Upload the file (PDF, image, etc.)
If you’re uploading in bulk, let your onboarding team know, we can help speed this up.
Step 3: Set Expiration Dates
After uploading, don’t forget to set an expiration date (if applicable).
Why it matters:
This powers Delightree’s automated reminders, so your franchisees get notified when something is about to expire, no manual follow-ups needed.
Step 4: Choose Your Reminder Flow
You have two options:
Option A: Use Automated Reminders
Let Delightree handle it. We'll ping location owners when a document is 30, 15, and 7 days from expiration.
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Great for simple, passive tracking
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Franchisees are responsible for uploading replacements
Option B: Create Recurring Tasks
Want more control? Add a task prompting a specific user (like a GM or Franchisee) to upload a renewed document before expiration.
Example:
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Task Name: “Upload Updated Insurance Certificate”
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Assigned To: Location Owner
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Due: 30 days before expiration
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Set to recur annually
Step 5: Approve or Reject New Submissions
When franchisees upload compliance documents, you’ll get a notification.
You can:
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Review the file
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Approve it to mark the requirement as complete
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Reject it with a comment (e.g., “Need full policy page”)
You're Set
With a clear structure, expiration reminders, and approval controls, your compliance workflow can practically run itself.