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