Assign a lifecycle to a file

To assign a lifecycle to a file:

  1. Navigate to the file, and select it.

    Tip: You can perform this procedure on multiple files by selecting multiple files.

  2. Select Tools > Lifecycle > Apply.

  3. In the selection dialog box, do these:

    1. Locate, and select the lifecycle, and click OK. For detailed steps see Locate an item in a selection dialog box.

    2. If the lifecycle’s line item includes an option to select the lifecycle state, then select the lifecycle state in which to place the file.

    3. If the lifecycle’s line item includes an option to select an alias set, then select an alias set to use with the lifecycle. The alias set determines which users have access to a file as it moves through its lifecycle.

    4. Click OK.

    If you perform this procedure on a template, the lifecycle is assigned to all future files created from the template. The lifecycle is not assigned to files that have already been created from the template.