Use rules to manage your File Plan content automatically. There are two ways to define rules: create your own rules or link to rules already created for a different category or folder.
When you define a rule, it only applies to new content added to the category/folder.
Items that were in the category/folder before the rule was defined aren't affected by it. You can
manually apply the category/folder rules with the Run Rules action.
If you create rules for a category, dependant on the rule settings, they can apply to folders and categories created in the category, records placed in folders in the category, or both.
Note: Even if a category/folder doesn't have its own rules, it could have inherited
category/folder from a parent folder. A message on the Rules page lets you know if this is the
case.