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Manage Rules on a Department or Folder

Purpose

Set rules on a department or folder so that documents are moved or copied automatically when a workflow on them is approved or rejected.

Prerequisites

  • You are signed in to EisenVault One.
  • You can open the department or folder in the Explorer.
  • You have permission to manage the location.

Before You Begin

Rules can be added only on departments and folders, not on individual files.

Each location has two tabs:

Tab What it shows
Local Rules Rules you add directly on this location.
Inherited Rules Rules applied automatically from parent folders or the department. To change them, edit the Local Rules tab of the parent location.

Two rule types are available:

Rule What it does
Move Moves a document to a different folder when the workflow is approved or rejected.
Copy Copies a document to a different folder when the workflow is approved or rejected.

Add a Rule

  1. Open the department or folder in the Explorer.

  2. Open the item's options menu and click Manage Rules.

    Manage Rules page with Local Rules and Inherited Rules tabs

  3. On the Local Rules tab, click Add Rule.

  4. In Rule, choose Move or Copy.

    Add Rule dialog with the Move rule and its approval and rejection options

  5. Tick On workflow approval, On workflow rejection, or both.

  6. Click Add Rule. A Rule saved message confirms it.

Edit or Remove a Rule

  • Use the actions on a rule row to edit its parameters.
  • To remove rules, select them and confirm. EisenVault One asks "Are you sure you want to remove the selected rules?" first.
  • Click the refresh icon to reload the list.

Expected Result

  • The rule appears under Local Rules on this location, and under Inherited Rules on child folders.
  • When a workflow finishes with the chosen outcome, the document is moved or copied as the rule says.