About managing documents with rules

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You can manage documents in your document library by using rules to automatically perform actions based on document properties. These actions can be triggered on a scheduled basis or when certain conditions that you specify are met.

For example, you can automatically:

You can add exceptions to your rules, such as when a document has been modified within a certain time frame or is assigned to a certain person. A rule will not be applied to a document if any one of the exceptions you specify is met.

You can also run rules manually, instead of using the conditions in the rule. For example, you might want to run a rule manually to process documents that were in the library before you created the rule.

Examples of actions you can automate

The Rules Wizard includes templates that you can use as a starting point for creating your own rules. Using the templates, you can: