Working with existing conversion rules

Written by Анатолій
Updated 4 days ago
  1. Update
  1. Clone

  2. Delete

Edit: To edit a conversion rule for an outgoing or incoming document, the client should upload a valid source file and successfully execute the rule. The Save button will not be available until the execution is successfully completed. To update the conversion rule for the input document, you must also successfully complete the conversion rule.

Clone: The client can create a new conversion rule using the clone function. In order to use this feature, the client must open a conversion rule from the list of conversion rules. When the conversion rule is open, the client should click on the Clone button, after which the client can update the cloned rule. To save the new conversion rule, the client should successfully complete its execution and click the Save button.

Delete: The client can delete any conversion rule by opening the conversion rule, clicking the Delete button, and confirming the deletion in the modal window that opens.

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