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Content Rule Details, Task List & Logs

Admins can easily monitor the details around and status of any Content Rule.

Select any Content Rule to View. Select the File Details icon to view details about this rule.

The status for each Task associated with the Content Rule... (More)

Fernanda F
SW & Services Specialist

Content Rule


I created a content rule but it seems something went wrong and I cannot review what happened. Could you explain how to do it?



Customizing Document Types and Fields

Document Type and Document Fields can be added and customized by account Administrators to better meet individual business needs or terminology used in your organization.

Customize a Document Type: Preset Document Types can be easily updated. Select the pencil icon... (More)

Approval Workflow Creation

Streamline and automate everyday process tasks by creating simple approval workflows that automate key tasks.

Use the simple, wizard driven, 4 step set up to create approval or rejection for incoming files.

Approvers will receive notification of a task assignment.... (More)