Create a New Rule

Create new rules to enforce how files, items, and custom objects are assigned to categories.

When a new rule is created, by default there are no conditions assigned to the rule and it evaluates as negative until conditions are defined for the rule.

1. Click Tools Administration Vault Settings.
2. In the Vault Settings dialog box, select the Behaviors tab  Rules.
3. Select whether you want to configure rules for files or items from the drop-down list just beneath the Assignment Rules dialog box title.
4. On the Assignment Rules toolbar, click New. In the Edit Rule dialog box, the default name, or New Rule with an appended number appears in the Rule Name box.
5. The vault default category is initially assigned and appears in the Category Assignment list. Optionally, select a different category from the list to assign it to the new rule.
6. Click OK.