Each rule must meet one condition, so you can only select one condition.

  • " Always ": The operation will always be applied
  • " Toolbox ": The operation will be applied only if the document is a Toolbox document.
  • " Invoice document ": The operation will be applied only if the document is an invoice.
  • " Document assembly ": The operation will be applied only if the document is an assembly.
  • " Drawing ": The operation will be applied only if the document is a drawing.
  • " If a document property ": The operation will be applied only if the document contains a property with a specified value condition.

Example: We check whether the file contains the "Supplier" property and whether the value of that property contains the string "Visiativ."

 

The property value test can be conditional:

 


  • " Based on a location ": The operation will be performed only if the document is at the specified location.
  • " Based on the document name ": The operation will be applied only if the document name matches... You can use the " * " character.