Archive or delete documents older than a set age
A nightly check that moves documents past a certain age into an Archive folder — or deletes them — using a Content Age trigger. Includes when to use a retention policy instead, and the two settings that stop a first run from touching everything at once.
Before you begin
- An Archive folder exists in the catalog (for the move version)
- For deletion, sign-off from whoever owns your records policy
When you're done, documents of this type that are older than the age you set move themselves into the Archive folder every night — or, if you choose the delete version, are removed — without anyone running a search.
- Trigger
- Content Age › Age of Content in this Document TypeAge Type: Age of Content · Age: 7 Years · Process Interval: Every Day on Hour 2 · Reprocess Matching Records After: 30 Days
- Action
- Content - Move to FolderFolder Path: …\Archive (or Content - Delete, which must be the last action)
- Rule
- "Older than 7 years → archive", enabled
Retention policy or workflow?
Content Central has a purpose-built Retention Policy tile on every document type: a retention period, a destruction schedule, per-document exemptions, and control over who may override. If your goal is legal retention — "destroy after seven years, unless on hold" — use that; it's designed for auditors. The guide is Set up document retention policies.
Use this workflow recipe when you want something the policy doesn't do: move aged documents into an archive folder (or a different catalog), notify someone, or combine the age check with other conditions.
Build the trigger
Go to Administration > Catalogs & Document Types, pick the Catalog and Document Type, click the Workflow tile, then Triggers > New Trigger.
Type:
Content AgeandAge of Content in this Document Type. Trigger Name:Older than 7 years.
Age Type:
Age of Content— the document's own age, from the date it was created. The other options measure the age of the current version, which is what you want for "hasn't been revised in a year" rather than "is old."
Age:
7Years.
Process Interval:
Every Day, on Hour2— off-hours, because the first run may move a lot. Process Start:On First Interval. Reprocess Matching Records After:30Days.
Click Save.
The first run matches every document already past the age. On a large catalog that can be tens of thousands of moves in one night. Test on a copy of the type, or start with a much higher age and lower it in steps over several nights.
Build the action
Archive version: click Actions > New Action. Type: Content - Move to Folder. Action Name: Move to Archive. Under Folder Path, pick the Archive folder with Select a subfolder…. Save.
Delete version: Type: Content - Delete. Action Name: Delete aged documents. Save. Deleted documents go to the Deleted Content location, not straight to oblivion — but treat this as destructive anyway.
If a rule has several actions, Content Central requires Content - Delete to be the last one (The delete action must be last in the series.). Anything you want to do with the document — export it, email about it — goes before the delete.
Wire the rule
Click Rules > New Rule. Rule Name:
Older than 7 years → archive.
Add Trigger:
Older than 7 years. Add Action:Move to Archive(orDelete aged documents). Apply.
Test it
On a test document type, capture one document and set the trigger's Age: to
5Minuteswith Process IntervalEvery 5 Minutes.
After the interval, browse to the Archive folder (or check the deleted-content location for the delete version).
What you should see: the test document moved (or gone), with the rule in its View History. Set the real age and interval before enabling it on the live type.
Variations
| Want this instead | Change this |
|---|---|
| Age since last revision rather than creation | Age Type: Age of Current Version of Content (Major and Minor) |
| Archive into a different catalog | Action Content - Change Catalog with Destination Catalog: (folder structure must exist there) |
| Export before deleting | Actions Content - Export and Export Data, then Content - Delete last (export recipe) |
| Only archive documents whose status is Closed | Tick Use Multiple Triggers, AND, and add a Content Query › by Field Value(s) trigger on the status field |
| Warn before archiving | A second rule with a lower age and a Send E-mail action (reminder recipe) |
| Whole catalog at once | Sub-type Age of Content in a Catalog |
