Creating automated folder rules

1. Click Manage on the ribbon, then click Automated Part Rules
2. Right-click in the Automated Part Rules window and select New Automated Folder Rule.

   The New Automated Folder Rule dialogue box appears.

   • Name - the name for the new rule
   • Create folder on - select from the following options:
     • Not Applicable - select this option to prevent creation of the folder.
     • On Month Start - select this option to create a folder on the start of the month.
     • On Year Start - select this option to create a folder on the start of the year.
     • On Financial Year Start - select this option to create a folder on the start of the fiscal year.
   • Add suffix to record title - select this option to add suffix to the record title.
   • Click OK to save the new folder rule.