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this video shows how to configure rules for document types letamp;#39;s get started with looking at how to access the document types configuration click the tools widget in the Tools menu click or expand the document types item to display the list of available document types to configure the document type rolls click a document type in the menu or in the list the rules tab click in an entry or click the Edit fields icon to add a role expression start typing context and select your expression from the list press the spacebar and select an operator add your value to the expression click the switch icon if you want to set the document type to mandatory enter the period in months for which the document type should be valid select a document generation template for this document type the templates are made available in the open text extreme document generation on-demand subscription select a value from the retention policy list to define the retention period for your document type thank yo
