A document is added to a folder in CLM, which triggers a Smart Rule to automatically apply attribute values to the document. What type of Smart Rule was used?

A document is added to a folder in CLM, which triggers a Smart Rule to automatically apply attribute values to the document. What type of Smart Rule was used?

• A. Folder Rule
• B. Document Rule
• C. Event Rule
• D. Attribute Rule

Answer: (B)

When a rule is meant to act on a document as soon as it enters a workflow, you use a document-focused rule. A Document Rule is designed to respond to events that involve a document (such as it being added to a folder) and then perform actions on that specific document, like applying attribute values. In this scenario, the trigger is the addition of a document, and the outcome is setting attribute values on that document, which aligns with a Document Rule. Folder Rules operate at the folder level, Event Rules are broader event handlers, and Attribute Rules focus on deriving values from other attributes rather than applying attributes to a document in response to its addition.

When a rule is meant to act on a document as soon as it enters a workflow, you use a document-focused rule. A Document Rule is designed to respond to events that involve a document (such as it being added to a folder) and then perform actions on that specific document, like applying attribute values. In this scenario, the trigger is the addition of a document, and the outcome is setting attribute values on that document, which aligns with a Document Rule. Folder Rules operate at the folder level, Event Rules are broader event handlers, and Attribute Rules focus on deriving values from other attributes rather than applying attributes to a document in response to its addition.