Create an expiration process in a customized configuration

Modified on Thu, 2 May at 6:07 PM

How to create a document expiration process in a customized setup?

To create a document expiration process in a customized setup, simply access the configuration of an already customized client and modify it, to manipulate the default expiration delay for a given document type.


To do this, follow these steps

  • Click on the "Helpers" icon
  • Then, in the Predefined Helpers section, click on the helper with the following name "Document expiration process configuration"
  • Click on a client whose configuration has been customized
  • 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.




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