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Create a document governance

6 steps to create a document governance with SSOT validation and lifecycle controls.

Audience
Administrator, Solution architect
Owner
DEAP SSOT product documentation
Last reviewed
Oct 12, 2026
Reading time
12 min

Steps

  1. 01

    Identity

    Screenshot: Identity
    CodeRequired
    Helper
    NameRequired
    Helper
    Description
    Helper
  2. 02

    Classification file

    Screenshot: Classification file
    CategoryRequired
    Helper
    Metadata fields
    Helper
    File policy allowed mime types
    Helper
    File policy max file size bytes
    Helper
    File policy max attachment count
    Helper
  3. 03

    Access workflow

    Screenshot: Access workflow
    Access policy viewer roles
    Helper
    Access policy editor roles
    Helper
    Access policy approval required
    Helper
    Access policy approver roles
    Helper
    Versioning policyRequired
    Helper
  4. 04

    Retention

    Screenshot: Retention
    Retention required
    Helper
    Retention policy trigger
    Helper
    Retention policy duration
    Helper
    Retention policy duration unit
    Helper
    Retention policy disposal method
    Helper
    Retention policy legal hold enabled
    Helper
  5. 05

    Numbering

    Screenshot: Numbering
    Bind number sequence
    Helper
    Number sequence id
    Helper
  6. 06

    Review

    Screenshot: Review

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