Add Document Review methods as scripted rules
Once a Document Review method is added via the Document Review tab on the Project Settings, and its properties are configured, it can be used to create a global script rule. A Document Review method can be either a Document Method or a Batch Method.
As a result, a document method is only available when a document level rule is added and a batch method is only available when a batch level rule is added.
You can create a global Document Review script method on the Document Review tab in Project Settings, or as needed when a new structure rule is added.
When adding a new structure rule, you can add a Document Review script method by following these steps:
- Open the Project Tree window if it is not already open.
- In the Project Tree, select the desired class.
-
On the
Design tab, in the
Create group, click
Structure Rule.
A new document structure rule with a default name is automatically added to the Project Tree, and the Details window for this rule is displayed.
-
Select
Document Review Script
Method as the
Rule type.
The Details window changes to display existing global Document Review script methods in a list, and a button to open the Project Settings - Document Review tab.
- Alternatively, select a script method from the list.
-
Alternatively, click
Methods to create a new global
Document Review script method.
The Project Settings window is displayed, and you can create the new method on the Document Review tab.