How to create a document expiration process in a customized setup?
To create a document expiration process in a customized setup, simply access the configuration of an already customized client and modify it, to manipulate the default expiration delay for a given document type.
To do this, follow these steps
Click on the "Helpers" icon
Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
Click on a client whose configuration has been customized
Then 2 actions to perform in the "Default expiration delay" column:
Set a number of units
Select a time unit (day, month, year)
Once this action is completed, by default, documents will expire after the defined delay. Allowing documents to:
expire automatically
set a default expiration delay for all uploaded documents linked to the configured type
Without a defined delay for a document type, automated deletion actions and renewal requests will not be triggered. |