Functionality reserved for the document manager administrator
|
How to create a document expiration process?
To create a document expiration process, simply manipulate the default expiration delay for a given document type.
To do this, follow these steps:
Click on the "Settings" icon
Then Click on "Document expiration process management"
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. |