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Schedule automatic document deletion
Updated over 2 months ago

Functionality reserved for the document manager administrator

How to schedule automatic document deletion?

To schedule the deletion of a document in a document expiration process, simply manipulate the checkbox in the "Delete the document when it expires" column for each of the relevant document types.

To do this, follow these steps:

  • Click on the "Settings" icon

  • Then click on "Document expiration process management",

  • Then check the checkbox in the "Delete the document when it expires" column

Once this action is completed, documents linked to the document type will automatically be moved to the trash once their validity date is reached.

Without a defined delay for a document type, automated deletion actions will not be triggered.

How to deactivate automatic document deletion?

To deactivate the deletion of a document in a document expiration process, simply manipulate the checkbox in the "Delete the document when it expires" column for each of the relevant document types.

To do this, follow these steps:

  • Click on the "Settings" icon

  • Then click on "Document expiration process management",

  • Then uncheck la case à cocher au niveau de la colonne "Supprimer le document quand il expire"

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