Document Manager Lifecycle Processes
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IntroductionThe Document Manager lifecycle Processes are used to automate and manage lifecycle events of a document. This page contains information on the Document Manager specific automated tasks that can be used in the Business Process Designer to build unique and powerful lifecycle processes for your documents |
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Documents
Use the Documents nodes to automatically get information about a document, library, change it's status, set a review date, publish to a library and post to it's timeline
- Get Document Record
- Get Document Owner's' Manager
- Get Library Info
- Publish to Library
Publish to Library
Use this node to publish a document to a library
Options
- Entity ID
- This is the ID of the document the lifecycle process is running against and can be left as Auto
- Library
- This is the name of the library you wish to publish too
- Can Read Document
- Allow members of the library to view the document
- Can Edit Content
- Allow members of the library to edit the document content
- Can Edit Metadata
- Allow members of the library to edit the documents metadata