About communication rules

Communication rules provide details on the communications created by the correspondence rules.

For example, communication rules are used in the following situations:

  • For the original communication of a correspondence, rules can determine whether to send the communication directly to the customer or indirectly through an intermediary.
  • For the original communication of a correspondence when sent to the customer directly, rules can determine whether to send the communication through email or physical mail.
  • For a copy sent to the intermediary, rules can determine which documents in the original communication to include, and which to leave out.