Add, modify or remove a rule in a document library

  1. In Folders View, right-click the document library folder Document library folder, and click Properties.
  2. Do one of the following:

    Add a rule

    1. On the Rules tab, click Add.
    2. Do one of the following:
      • To base a rule on a template, click Start creating a rule from a template, and then select a template.
      • To start with a blank rule, click Start from a blank rule, and then select when to apply the rule.
    3. Click Next, and follow the instructions in the wizard.

    Modify a rule

    1. On the Rules tab, in the Apply rules in the following order box, click the rule you want to modify.
    2. Do one of the following:

      Change the variables of a rule

      • In the Rule description box, click an underlined value.

      Change what a rule does or change when a rule is applied

      1. Click Modify.
      2. Follow the instructions in the wizard

      Rename a rule

      1. Click Rename.

      2. In the New name of rule box, type a name.

      Change the the order of the rules

      • Click Move Up or Move Down.

      Note   Rules that move documents to another folder are applied as a batch at the end of recalculation of hyperlinks, not according to the order listed in the Rules Wizard.

    Remove a rule

    1. On the Rules tab, in the Apply rules in the following order box, click the rule you want to remove.
    2. Click Remove.