Organize the files automatically

Guide for organizing the files automatically.

What is the Lifecycle?

Use the Lifecycle function to organize a file automatically.
Lifecycle is the function that you can organize automatically from the file registration to completely removal.

Set the Lifecycle.

Open the Lifecycle Settings from the “Settings” menu and click the floating button of lower-right.

Set the definition name of the life cycle in the “Basic Information” tab.

Set the application condition of the Lifecycle.

Create the new rule from the “Create” button of the top right.
When you set the application condition of the life cycle, turn on a toggle button of “Set conditions”.When you apply a rule unconditionally, turn off it.

Drag & drop a left-side actions to a right side. Set the timing when the actions are executed.

Specify the spaces to apply a Lifecycle.

If you want to check the list of spaces applying the lifecycle, you can do so on the above screen (Lifecycle Definition Creation > Applied Spaces).

Even if a space name isn’t listed in this overview screen, if “Adapt to the lower space” is true, it applies to all subspaces below it as well.

Set a reminder.

When you want to receive the remind before the Lifecycle is executed, set the notify time and click the “Add” button.

Last Updated : 09 Jul 2024

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