How to Create a Conversion Rule (Outgoing Documents)

Create an outgoing conversion rule, test it on a source file, and enable it for matching outgoing documents.

Create an outgoing conversion rule

1. Enter a rule name or keep the default name.

2. Turn on/off the rule.

3. Enable outgoing conversion rule option.

4. Enter a matching rule. Use RegExp to match document names or content to this conversion rule.

   Use a pattern to match a set of files. For example, if you have example111.txt, example222.txt, and example333.txt, use example.*.txt to match all of them.

5. Select what the system uses for matching:

   • The name. Match by file name.

   • The content. Match by file content.

6. Enter the template UUID that matches the outgoing document.

7. Select the template version.

   • The system auto-fills the latest template version by default.

   • Select another version from the list if needed.

   When the template UUID and version are filled, the system auto-generates the conversion rule and the template.

8. Upload a source example file from your local machine.

   • The file content appears in the source file preview.

   • To update the content, update the local file and upload it again.

9. Review the generated conversion rule.

   • Click the info icon to see an example.

   • Update the conversion rule if needed.

   Review the auto-generated template.

10. Click the Run Conversation button to check the conversion result.

11. Review the result in Result window.

12. After successful execution, click the button to create the conversion rule.

Enable the rule and click Save to apply it to outgoing documents that match the rule.