Incoming Filing Rules

Accessing this Interface

Menu > 'Your Association' > Documents & Filing > Incoming Filing Rules

Interface Overview

Use this interface to create and manage filing rules used to ensure incoming documents arrive in the correct file in your Filing System. A set of actions and notifications can be defined for each rule.

Interface Breakdown

The first thing you see when you access this interface.

Adding a Rule

Editing a Filing Rule

Please refer to our Edit Filing Rule interface article for more information concerning that specific topic.

Is this article helpful for you?