Create a lifecycle policy

Use the Create a Lifecycle Policy wizard to define the valid states and actions for a document or document class.

Create a lifecycle policy from a context menu

  1. Log on to the object store as an object store administrator.
  2. In the tree view, expand Object Stores>object store name > Document Lifecycles.
  3. Right-click Document Lifecycle Policies and select New Lifecycle Policy from the context menu.
  4. Complete the Create a Lifecycle Policy wizard.
  5. Assign the lifecycle policy to a document class.