Automation

6 articles

Add an Email Notification Rule

To add an email alert to a user, group or file/folder path, follow the steps below:.. Log in to your account using your Username and Password.. Click Automation in the left side menu.. Click New Rule…

Updated 2 years ago

Add a Retention Rule

This feature is not available on all sites. Learn more about upgrading to the contemporary platform.. To add an retention to a file/folder path, follow the steps below:.. Log in to your account using…

Updated 2 months ago by John Hurley

Manage Rules

To edit a rule alert to a user, group or file/folder path, follow the steps below:.. Log in to your account using your Username and Password. Click Automation in the left side menu.. Select the rule…

Updated 3 years ago

Enable / Disable Rules

To enable or disable a rule to a user, group or file/folder path, follow the steps below:.. Log in to your account using your Username and Password. Click Automation in the left side menu.. Select th…

Updated 3 years ago

Delete a Rule

To delete a rule to a user, group or file/folder path, follow the steps below:.. Log in to your account using your Username and Password. Click Automation in the left side menu.. Select the rule you…

Updated 3 years ago

Add a Move or Copy Rule

To create a rule to automatically move or copy under certain conditions, follow the steps below:.. Log in to your account using your Username and Password.. Click Automation in the left side menu.. C…

Updated 2 years ago by James Dunn

(opens in a new tab)

Automation

Add an Email Notification Rule

Add a Retention Rule

Manage Rules

Enable / Disable Rules

Delete a Rule

Add a Move or Copy Rule

Contact