Which three parts must Document and Folder Smart Rules have?

Which three parts must Document and Folder Smart Rules have?

• A. Start, Middle, End
• B. Event, Filter, Action (Correct)
• C. Trigger, Condition, Outcome
• D. Process, Gate, Step

Answer: (B)

Smart Rules in DocuSign CLM are built from three pieces: Event, Filter, and Action. The Event is what starts the rule—when the system should evaluate the rule, such as a document being added to a folder, a status change, or a field update. The Filter specifies the conditions that must be met for the rule to apply, like the document type being a Contract, the folder name, or the current workflow state. The Action is what happens when the Event occurs and the Filter conditions are satisfied, for example tagging the document, routing it to a reviewer, or updating a field value. This combination lets you define exactly when to run automation, which items it should affect, and what automation should do, making the rule precise and actionable. Other naming schemes describe similar ideas, but the official terms for these rules are Event, Filter, and Action, which is why that trio best fits the concept.

Smart Rules in DocuSign CLM are built from three pieces: Event, Filter, and Action. The Event is what starts the rule—when the system should evaluate the rule, such as a document being added to a folder, a status change, or a field update. The Filter specifies the conditions that must be met for the rule to apply, like the document type being a Contract, the folder name, or the current workflow state. The Action is what happens when the Event occurs and the Filter conditions are satisfied, for example tagging the document, routing it to a reviewer, or updating a field value. This combination lets you define exactly when to run automation, which items it should affect, and what automation should do, making the rule precise and actionable. Other naming schemes describe similar ideas, but the official terms for these rules are Event, Filter, and Action, which is why that trio best fits the concept.