Automated Rule creation

Automatically generates classification rules based on matching values within your documents.

Use the buttons to add, edit, and delete automated rules, as well as move rules up or down in priority. When adding a new rule, fill in the following fields:

• Description: Name your automated rule.

• Match expression: Provide a matching expression in the form of a Regex value.

• Process on: Determine whether to search for the expression on all pages, first page of document only, or last page of document only.

Rule creation:

• Generate a Rule only for the first expression successfully matched.

• Generate Rules for all the expressions successfully matched.

Determines how this function should operate when no valid expressions are found within your documents.

• If no valid Rules are generated, warn the user but still allow Form to be configured.

• If no valid Rules are generated, do not warn the user and allow Form to be configured.

• If no valid Rules are generated, mark the Document for rejection to an Exception Batch.