Documents and lifecycle

Document workflows

Documents can enter Patvero through direct upload or a secure request sent to another person.

• Use document types to keep required metadata consistent.
• Assign owners and classifications at intake.
• Use requests when an external person must supply a file.
• Review the document, activity, and lifecycle before approval.

Lifecycle controls

Lifecycle makes validity, expiration, renewal, retention, and deletion visible and actionable.

1. 1
   Classify

   Select the document type and sensitivity that match the content.

2. 2
   Set validity

   Use an exact expiration, a relative rule, or the workspace policy.

3. 3
   Respond to signals

   Review upcoming expirations, renewals, grace periods, and missing configuration.

4. 4
   Govern the outcome

   Archive, retain, export, or delete only when policy and legal holds permit it.

Secure sharing

Use Patvero document requests and authorized downloads instead of sending sensitive files through ordinary chat or personal email.