Accessing this Interface
Menu > 'Your Association' > Documents & Filing > Incoming Filing Rules
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.
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.
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