Form settings

Form settings available on the page: Administration → Forms management →+Add document form / Change existing document form →Settings Tab:

• Create document - defines which users, groups or units allowed to create documents with this form

• Edit document - defines on which workflow phases document can be edited

• Register document automatically - defines whether document number should be automatically assigned and on which workflow phase. Document registration number format is configured via Counters page

• Document default access - defines access permissions assigned by default to the documents created with this form

• Retention settings - defines retention policy for documents created with this form. NOTE: retention period as calculated based on the timestamp of the document creation in the elDoc database (using UTC timezone).
  
  • Retention policy - defines retention policy action, available options:
    • Retain indefinitely - documents retained indefinitely
    • Block - documents blocked after defined retention period
    • Delete - documents deleted from the system permanently after defined retention period
  • Retention period - defines retention period in days, months or years