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User How To's
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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.... (More)

How to permission Data Extraction Role

Tech Tip: Users must be assigned the Data Extraction role by an account Subscription Owner or Administrator to create a Document Classification Rule + Data Extraction content rule.

  1. Under Management, select Users and find the User to assign the Data... (More)

How to Create a Document Classification Content Rule: Steps

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

Create a Document Classification Content Rule

  1. To create a Document Classification Content Rule, select Management from the left side menu.
  2. Select Content Rules.
  3. Select the Add symbol to create... (More)

How to Create Simple Approval Workflows: Steps

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

Create a Simple Approval Workflow

  1. To create a Simple Approval Workflow, select Management from the left side menu.
  2. Select Content Rules.
  3. Select the Add symbol to create the Content... (More)