How to Run an Ad Hoc Rule on Documents

Use this procedure to run ad hoc rules on documents from the Documents grid.

  1. From the Documents grid, select one or more documents.
  2. Right-click the selection and click Run Ad hoc Rule.
    You can run any of the rules listed in the submenu. Only rules with the Allowed for document right click option selected on the Ad Hoc Rule dialog box are displayed.
  3. When you are prompted whether to run the ad hoc rule on the selected documents, click Yes.