How to Create a Document Classification Content Rule: Steps

Tech Tip: Only account Administrators have access to create Content Rules.

Create a Document Classification Content Rule

1. To create a Document Classification Content Rule, select Management from the left side menu.
2. Select Content Rules. 
3. Select the Add symbol to create the Content Rule.
4. Under Details select Document Classification from the Type drop down menu, name and describe the content rule and select Next.
5. Select Browse to select a folder location for triggering the event, then select Configure to set Document Type and Matching Terms. Select OK and Next.
6. Select a User to Assign as a Reviewer(s). Select OK and Next.
7. Select folder locations for completed task action If Approved and If Rejected.
8. Review and Create Rule.