Advanced document and records management operations.
Document Classification
| Menu Item |
Description |
| Change Document Type |
Change the document type; may require custom property values |
| Set Completion Status |
Mark documents as complete (prevents further editing) |
| Set Tag |
Apply a tag to the selected document version |
Date Management
| Menu Item |
Description |
| Set Expiration Date |
Set when documents expire |
| Set Cutoff Date |
Trigger retention and disposition schedules |
Publishing Options
| Menu Item |
Description |
| Set Publishing Rules |
Choose which version is displayed to users |
Version Publishing
The published version can be different from the latest version, allowing you to control which version users access.
Records Management
| Menu Item |
Description |
| Set Retention and Disposition Schedule |
Protect documents from accidental deletion |
| Dispose |
Delete documents when retention schedule allows |
Compliance & Review
| Menu Item |
Description |
| Set ISO Periodic Review Definition |
Schedule periodic document reviews by users or workflow |
Workflows
| Menu Item |
Description |
| Workflow Definitions |
Manage workflow definitions for the library |
Version Management
| Menu Item |
Description |
| Compact Versions |
Remove unwanted document versions |
| Menu Item |
Description |
| Client Add-Ins / Programs |
Download Import/Export Tool, Office Add-in |
Administrator Control
The system administrator may disable client add-in downloads. Contact your administrator if this menu is not visible.
See Also