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Process Automation: Tools to Match the Job

Single Action - Event Rules – One of the simplest process automation patterns, Event Rules, consists of: Filters - often as basic as a folder or directory location, or specific metadata values Events - adding a document to the folder, saving indices or metadata, or checking in a new document version Actions – Events can trigger one more Actions, such as sending a notification email that a new document has been added, moving the document into a work-in-process state, or assigning security or access permissions. While a simple model, Event Rules can provide a powerful way to automate processes and keep content organized. Best of all, business users can understand and manage Event Rules, defining and updating them to fit changing needs. 2

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