Feature Configuration

Document Lifecycle can be activated for a content type or for a library. If a different document lifecycle is activated for a content type that is active in the library than for the library itself, the content type lifecycle will take precedence over the library lifecycle.

  1. Access NextDocs Feature Management for the content type or library.
  2. Click on the Document Lifecycle link.
  3. Optionally, select a Permission Level from the menu to designate the permission required to move the document in its lifecycle.
  4. Optionally, click on the checkbox for Hide Workflow link in Lifecycle to ensure that Workflow does not appear on the NextDocs document menu for users with less than Full Control permissions.
  5. Select a Lifecycle Template from the menu.
  6. Click on Preview to preview the lifecycle template. Close the preview.
  7. Click OK.