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Steps for enabling archival policies in Form library

1. Open the form library, Go to Settings-> Form Library Settings

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2. Click on Workflow settings->Add workflow

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3. Add a Workflow in the form library by selecting the “ArchivalWorkflow” from the workflow listbox. Give some name e.g. “Archival” and make it workflow start manually.clip_image008

4. After setting the workflow configuration, go to Form library settings again and click on Information management policies setting under Permissions and Management section.

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Click on Define policy

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Click on checkbox Enable expiration . Select the field (e.g. Created) and time period(e.g. 3 Months).Select the action “Start workflow” and set the “Archival workflow”.

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5. Done with the settings, now archival policy is ready.

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