Assign a Rule Set to a Category

You can assign a default rule set to a category, so that the category will be applies to files, folders, custom objects,and items that meet the conditions.

  1. Click Tools > Administration > Vault Settings.
  2. On the Vault Settings dialog box select the Behaviors tab >Rules.
  3. Select whether you want to configure rules for files, folders, custom objects, or items from the drop-down list just beneath the Assignment Rules dialog box title.
  4. Select the rule set you want to assign to a category, and then click Edit.
  5. In the Edit Rule dialog box, select the category to assign the rule set to, from the Category Assignment list.
  6. Click OK.