How to Create a Document Classification + Data Extraction Content Rule: Steps

Tech Tip: Only account Administrators who have been assigned the role “Data Extraction” may create a Document Classification + Data Extraction Content Rule.* 

1. To create a Document Classification + Data Extraction 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.
6. Browse or Drag in file. After loading, the file will show a preview of the document that has been processed with a list of fields that have been extracted. Select Next.
7. Select a User to Assign as a Reviewer(s). Select OK and Next.
8. Select folder locations for completed task action If Approved and If Rejected.
9. Review and Create Rule.

*To assign the Data Extraction Role, follow these instructions.