Creating a Ranking Rule
Ranking rules are delivered by default. They can be adapted as needed (modification of the metadata and the associated ranking tree). Refer to the “Edit a ranking rule” section.
From the Administration interface, click on “Ranking Rules”
To create a new ranking rule, click “Add Ranking Rule”.
It is possible to change the language of the ranking rules and their associated metadata by using the “Change the language of the default ranking rules” function. This feature is available at the bottom left of the Ranking Rules admin screen shown above.
Name your ranking rule.
Import/Export of classification rules
This feature allows you to export a classification rule as a file (.json) to re-import it later on another installation.
To import a ranking rule :
- Click on the “Import” button
- Choose the file in format (.json)
To export a ranking rule:
- From the Administration interface , click on Ranking Rule
- Select the rule you want to export
- Click on Actions
- Click Export
Reapplying a Ranking Rule
This feature allows you to reapply a filing rule on documents that have already been filed. It is available :
Unitarily on a document
- Select a document
- Click Reapply Ranking Rule
The document will be sent to the folder with the same predefined collation and renaming in the collation rule automatically
In bulk on a selection of documents
- Go to Search
- Select Ranking Rule
- Select the documents you want
- Click on Actions on Results
- Click Reapply Ranking Rule
You can also process this feature directly from the “Document” tab
Choosing the “ Ranking Rule”
Select “the desired documents”
Click on “Actions on Selection”
Click on “Reapply Ranking Rule”
On all documents filed with a rule, since the administration of the filing rule
Click on “Administration” “Ranking Rules”
Click 
to view the different Actions
Click on “Reapply Ranking Rule”
Duplicating Ranking Rule
This action allows you to duplicate an existing ranking rule for ease of administration.
Click on “Administration” “Ranking Rules”
Click to view the different Actions
Click on “Duplicate Ranking Rule”
A window appears:
Enter the name of the rule
Click on Validate
Automatic tree creation
This action allows you to automatically create the folder tree.
Click on “Administration” “Ranking Rules”
Click to view the different Actions
Click on “Automatic tree creation”
