Add or modify lifecycle state

Use this window to add or modify a lifecycle state to an existing lifecycle policy.

To add a new or modify an existing lifecycle policy state

  1. Log on to the object store as the object store administrator.
  2. Expand the Document Lifecycles node and select Document Lifecycle Policies.
  3. Right-click the lifecycle policy you want to edit and select Properties. (If there are no lifecycle policies, you have to run the Create a New Lifecycle Policy wizard.)
  4. Go to the General tab of the lifecycle policy's property sheet and do one of the following:

    Refer to the descriptions of the window below.

Lifecycle state name
Displays the name assigned to the lifecycle policy state. Enter a new name or edit the existing name.
Allow Demotion from State
Select to allow authorized users to demote the lifecycle from the present state to an earlier state.
Apply Security Template on Entry
Select to apply the security permissions defined on the Template Security tab to the document when the document enters the present state.