Question:

How to automatically expire Vault documents?

Answer:

To automatically expire documents:

1. Navigate to: Admin Gear --> Configuration --> Business Logic --> Document Lifecyles.
2. Select the workflow in which to set up an expiration.
3. On the Lifecycles General screen, click on the Expiration tab.

Setup all the Expiration information that is required. The Expiration Field drop-down menu lists all the required fields.

Note: In order for the document to Expire automatically, it needs an Expiration Destination State AND a Day 0 notification.

Related Documentation:

Vault Help Documentation: Configuring Document Expiration

Thank you