Home > Terms and Rules > Manage Rules

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    Manage Rules

    In Terms and rules > Rules, you can create and manage rules that define how content is identified and processed across your content sources. Rules are central to content management and serve two key purposes:

    • What to manage: Define conditions to identify target content, such as created time, location, or metadata.

    • How to manage it: Specify actions to apply, such as deleting, archiving, moving, or exporting content.

    Trial Subscription Limitations

    If you are using an Opus trial subscription, the following limitations apply:

    • You can archive up to 5 GB of data.

    • For Storage Optimization module rules, the following rule actions are unavailable:

      • Under the Archive and destroy content rule action:

        • Keep the current and the specified number of previous versions, and archive and destroy the rest

        • Archive the current and the number of previous versions

      • The Destroy content rule action and its sub-actions, including:

        • Keep the current version and the number of previous versions

        • Include declared records