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Switching off inherited rules

If a category or folder is inheriting rules from a parent category or folder, you can easily switch them on and off as needed.
Switching inherited rules on and off works at an individual category/folder level, and will not affect any other categories/folders.
  1. Click Manage Rules when you're in the folder or category in the File Plan you want to switch off inherited rules for.

    Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.

    If a category/folder has inherited rules these are displayed on the left side of the page.

  2. Click Inherit Rules.

    Any inherited rules are switched off for the category/folder and Don't Inherit Rules is shown. You can click Don't Inherit Rules to switch inherited rules back on for the category/folder.