For each document type or form created in Athento, it is possible to define one or several Lifecycles.

A lifecycle is a set of stages that a document or form goes through.

For example, an invoice may pass through the following stages:

• Received
• Accepted
• Paid

1. Create a lifecycle

Lifecycles are managed from the forms administration menu.

Click on the form you want to add a lifecycle to.

Within the form administration, go to the lifecycle tab.

Click on the “Add Lifecycle” button. 

Next, give the lifecycle a name.

Once created, you will be able to access it by clicking on its name.

2. Create lifecycle states

Once a lifecycle is created, the next step is to add the stages of the lifecycle that we want documents of a certain type to pass through.

Add stages to the lifecycle.

3. Add transitions between states

Once you create all the lifecycle stages, you must indicate how users can move a document form one stage to another. To do so, there are lifecycle transitions.

Add transitions between stages

4. Activate a lifecycle

Once the stages and transitions are created, you must activate the cycle to be able to use it.

Activate a lifecycle.

5. View a lifecycle

You can view the lifecycle from any document that belongs to that document type.

View the lifecycle.