Defining activation policies

  1. Specify the generic information for the new activation policy.
  2. Select the document the policy will evaluate.
  3. Select document attributes.
  4. Optionally, create conditions to use in the policy’s rule.
  5. Specify the business rule that the policy must use to evaluate incoming documents.
  6. Specify the workflow parameters and map the workflow structures.
  7. Click Save. The activation policy is now complete. You can now activate the policy.

See the following sections for details.