Skip to main content Link Search Menu Expand Document (external link)

Workflow Rules

Workflow Rules are a type of Rule that allows for you to take an action on a document such as move a document between folders, or run a script, or send email notifications.

  1. Overview

Overview

Workflow Rules operate similarily to Alert Rules, although they don’t generate alerts for users to review. Rather workflow rules trigger an action. To find more information on how to configure Workflow Rule visit the Alert Rules page.