DeskDox
Metadata and Versions1 min readReviewed 2026-05-14

Document Lifecycle Tab

What this helps you do

Use the document Lifecycle tab to see lifecycle state, matched policy/version/assignment, and resolver trace when visible.

Document Lifecycle Tab

Open a document detail drawer and select Lifecycle when the tab is visible. The user list includes the tab can show lifecycle status, matched policy, matched version, matched assignment, resolver trace, and a Recalculate lifecycle action.

Lifecycle states can include managed, unmanaged, expiring, expired, retention active, archived, or calculation error depending on system state and UI wording. If no policy matched, check assignments, policy version activation, effective dates, document metadata, and permissions.

Resolver trace explains why a policy matched or why candidates were skipped. The resolver trace records the selected scope, skipped candidates, and candidates considered. Use it to diagnose wrong policy, wrong version, or assignment precedence.

Recalculate lifecycle is permission-dependent and normally requires administrator access. If the button is not visible, your role may not allow it or the feature may be hidden in that deployment.

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Lifecycle Management OverviewUnderstand what Lifecycle Management does, how policies, versions, assignments, rules, and actions fit together, and where document users see lifecycle results.Lifecycle Policies ListFind lifecycle policies, filter the list, understand status labels, and use row actions when your permissions allow them.Create or Edit Lifecycle PolicyCreate or edit the basic lifecycle policy record before adding versions, rules, actions, and assignments.Lifecycle Policy VersionsUnderstand draft, active, and superseded lifecycle versions and what activation changes.