16 articles
Metadata and Versions
Metadata, versions, lifecycle policies, retention actions, and document governance.
Start with these metadata and versions guides
Use these articles to learn the core concepts, complete common tasks, and troubleshoot the most frequent questions in this DeskDox area.
Articles in this section
Lifecycle Management Overview
Understand what Lifecycle Management does, how policies, versions, assignments, rules, and actions fit together, and where document users see lifecycle results.
2 min readCreate or Edit Lifecycle Policy
Create or edit the basic lifecycle policy record before adding versions, rules, actions, and assignments.
1 min readEdit Document Metadata
Update the business fields that describe a document, such as category, reference number, expiry date, department, or workflow-related values.
2 min readLifecycle Assignments
Assign lifecycle policies to the documents or scopes they should manage.
1 min readLifecycle Policies List
Find lifecycle policies, filter the list, understand status labels, and use row actions when your permissions allow them.
1 min readLifecycle Policy Versions
Understand draft, active, and superseded lifecycle versions and what activation changes.
1 min readWorkflow Template Metadata
Configure the fields a workflow template needs for validation, routing, and downstream document handling.
2 min readDocument Lifecycle Tab
Use the document Lifecycle tab to see lifecycle state, matched policy/version/assignment, and resolver trace when visible.
1 min readDocument Versions
Use the Versions tab to see the current document version and previous versions kept for history, review, and compliance.
2 min readExpired Documents
Use the Expired Documents page to review documents marked expired by metadata, lifecycle calculation, or configured lifecycle actions.
1 min readExpired Documents and Lifecycle
Understand how lifecycle-marked expiry relates to the Expired Documents view.
1 min readLifecycle Actions
Understand the actions lifecycle can apply when a matched document becomes eligible.
1 min readLifecycle Date Sources
Choose the date field lifecycle uses to calculate expiry and understand why missing dates block matching.
1 min readLifecycle Enforcement and Dry-Run
Use dry-run, shadow backfill, and guarded manual enforcement safely before changing production documents.
1 min readLifecycle Rules and Triggers
Configure lifecycle rule criteria and understand what can trigger lifecycle calculation or enforcement.
1 min readScheduled Lifecycle Enforcement Readiness
Check whether scheduled lifecycle enforcement is configured and ready.
1 min read