Document Manager Lifecycle Processes

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Introduction The 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

Related Articles Business Process Designer Document Manager

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 Record Get Document Record Use this node to get information about a document (owner, status etc) Options Entity ID This is the ID of the document the lifecycle process is running against and can be left as Auto

• Get Document Owner's' Manager

Get Document Owner's Manager Get Document Owner's Manager Use this node to get information about a document owner's manager Options Entity ID This is the ID of the document the lifecycle process is running against and can be left as Auto

• Get Library Info

Get Library Info Get Library Info Use this node to get information about a specific library (Owner etc) 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 which for which the information is required

• Publish to Library

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

• Post to Timeline

Post to Timeline Post to Timeline Use this node to post to a documents timeline Options Entity ID This is the ID of the document the lifecycle process is running against and can be left as Auto Timeline post content add the content to be posted to the documents timeline

• Set Review Date

Set Review Date Set Review Date Use this node to set the next review date for the document Options Entity ID This is the ID of the document the lifecycle process is running against and can be left as Auto Review Date Add the date the document should next be reviewed

• Status Change

Status Change Status Change Use this node to change the status of a document Options Entity ID This is the ID of the document the lifecycle process is running against and can be left as Auto Status Choose the status to change the document too Comment Optionally add a comment which will be posted to the document timeline when the status is changed.