How to Create a Simple Review Content Rule: Steps

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

Create a Simple Review Content Rule

1. To create a Simple Review 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 Simple Review 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, select Next.
6. Select a User to Assign as a Reviewer.
7. If a Signature is required for the Reviewer, select Yes. Select Next.
8. Browse and select folder locations for completed task and select Next.
9. Review and Create Rule.

Reviewing the Simple Review Content Rule in My Tasks

Users who have been tasked to approve a Simple Review Content Rule will see the task in My Tasks on the left hand menu.

Click the context menu to the right of the Task to see actions: View, Review (Document).

From preview you can complete a review by:

1. Select View from the ellipse menu
2. Either click edit to allow updating of the metadata or enter optional comment and then click Complete Review
3. Enter any metadata fields and comments (optional) and click Complete Review.

File will then be moved to the Outcome folder.

Select this link to learn about Signatures within a Simple Review Content Rule.