Adding Collateral Auto-Addition Rules to a Collateral Program

A collateral rule automates the addition of content to a collateral program, with a rule based on content types and, optionally, content tags. Whenever an asset of the specified content type, and tags if applicable, is created, it is automatically added to the collateral program.

1. Navigate to Library Content > Collateral Programs.
2. Click on the name of the required collateral program to open it for edit.
3. In the Collateral Rules area, click Add Rule.
4. In Add Collateral Rule, select a Content Type. The options available will depend on your organization's implementation. A list of tags (your tags of type Library Content) displays.

5. [Optional] Select the content tags you want to watch for, if available.

    

6. Click Save to save the search parameters as a new collateral rule. Any items added in the future that meet the same criteria will be added to the program automatically.