Assign a Document Lifecycle Action

Use the Assign a Document Lifecycle Action screen to assign a document lifecycle action to the policy you are creating. You can either choose an existing lifecycle action or create one to select.

The lifecycle action determines what occurs when a document set up with the lifecycle policy changes states.

If you have developed a customized lifecycle action with a script that defines actions that should occur when a document changes its state, you would choose your customized lifecycle action.