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... (More)

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

1. To create a Multiple Approval 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... (More)

A Content Rule can require a signature to be added by the Reviewer of the task.

The signature can be added by:

Upload a Signature File [a document containing the signature].

Or by entering text in the Enter Signature field.... (More)

Update a Content Rule type to “Simple Approval” so the rule can require a signature when the user approves the task.

To the right of the content rule, select View.

1. Select the pencil icon to edit the content rule.
2. Once... (More)