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Editing a rule

You might need to revisit your rules from time to time and make some changes to keep them current. If you don’t want to use a specific rule anymore but think you might need it again in the future, you can just disable it.
  1. Click Manage Rules when you're in the folder or category in the File Plan you want to edit rules for.

    Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.
  2. On the left side of the page, click the rule you want to edit.

    Note: This will be shown in the rule summary on the right side of the page. You can't edit linked or inherited rules here; that has to be done in the category/folder where they were created.
  3. Click Edit.
  4. Make your changes. You can edit any of the rule details: name, description, rule definition, and options.
  5. Click Save.

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