Veröffentlicht Fri, 01 Jun 2018 11:05:19 GMT von Aaron Fincham Solutions Sales Analyst

I am looking for best practices in setting up delteion workflows. Is this best to be done using Auto-Index, Workflow Designer, or just the Deletion Policy section of the Configuration page.

In this particular instance, I have setup file cabinets with a "Deletion Date" index field, so the users can apply a date to any document they want to have deleted in the future. They also want to be presented with a list of all of the documents to be deleted in the next month so they can make sure that nothing is being deleted that shouldn't be. 

What is the best way to do this?

Veröffentlicht Fri, 01 Jun 2018 12:44:34 GMT von Martin Zebedies Solution Consultant DMS

Hi Aaron,

when you are trusting your users, then use the normal deletion workflow.
if not, then use autoindex, fill a status field with "delete" and take the right to see documents with status "delete" from your users away...=)

Best regards

Martin

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