A Filing Rule is used to define metadata associated with documents. A Ranking Rule is always associated with the same metadata.
Example : The Ranking Rule Supplier invoice
has metadata
Amount, vendor, date.
For each type document Invoice
provider
Values can be associated for these three metadata.
The documents stored in the Open Bee™ Portal are all associated with a Ranking Rule. It is set when the document is checked in.
If the documents have been archived in the Open Bee Portal via Open Bee Scan XE, then the Filing Rule is an Open Bee™™™ Scan XE Filing Rule.
If the documents were checked in to the Open Bee Portal via Open Bee ERP Manager, then the Filing Rule corresponds to the Document Type in Open Bee™™™ ERP Manager.
Finally, if the document has been manually archived or imported, it is the user who determines the Ranking Ruleat the time the document is added. If it does not define a particular Ranking Rule , the “default” rule will be used.