Actions are automated operation to be performed with the documents when rule conditions are triggered. There are two types of workflow actions:
Generic actions available for any type of document. These are:
- Source-specific actions
Workflow actions are executed at the final stage of the document processing.
Available Actions by Source
This table lists workflow actions available for the certain content source types.
|Content source type||Available actions|
Advanced Actions for Exchange*: delete email, move email
Advanced Actions for File System*: update permissions, add/remove MIP label
Advanced Actions for SharePoint*: send classification value, filtered targeted meta update, write/remove O365 label, copy/move document
|SQL and other databases|
* — these actions can be only configured using the Advanced UI dialog window.