A rule is a set of steps that are followed for each piece of content, or bundle of content, placed in a workflow. Each step can be a fixed process (for example, send a document to Person A > Group B > Person C), or, there may be decision points at each step of the rule (for example, if the invoice is > $1000 send to Person A, or else send to Person B).

• Rules can have an unlimited number of steps and questions.
• Rules translate your organizational SOP into routing items once imported or captured.
• Rules can transform the interactions of employees within your organization, making the transfer of documentation, content, and media both automated and easy to navigate.
• Rules can allow for automatic routing of content as soon as it is created in the templates section of PSIsafe Desktop Management.
• Rules must be configured prior to their use in PSIsafe Desktop Management. For more information, see Add and edit workflow rules in the Tungsten PSIsafe Administrator Help.