Content Manager 25.1 Content Manager

# 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.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Creating automated folder rules