November 2023: Getting Comfortable with Rules
Open Google Slides of this Presentation View Recording of this Presentation Getting Comfortable with Rules We have not had a…
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Tag Archive: Rules
Limiting Document Approvals
Question: Can we set things up so that only people who create a document can approve it? Or so that…
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Distributed Rules vs. Site-Only Rules
Question: Sometimes when I expand a specific rule group, I see that “distributed rules are not currently displayed.” How can…
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Cloning Files
Did You Know? Normally, when you copy a document and its attachments, the attached file on the copied document is…
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Page Numbers on Assembled PDFs
Did You Know? If you route a document with attached files via email, all files that are designated Assemble on…
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Closing Documents Automatically After a Time
Request: Our users are not good about closing a document (i.e., changing the status to make it read-only and have…
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Setup for “Create New Doc”
Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in…
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Copying Addr and Incl/Excl Tab Info to New Documents
Question: When I copy a document (using the Copy Doc option), I am able to indicate if I want to…
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KBA-01788: Viewing Changes to a Rule
Question: Is there a way to see what changes have been made to a rule and by whom? Answer: Yes….
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KBA-01787: Adding and Editing Rules
Questions: I want to change the default value for some of our rules. How do I do that? I added…
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