Policies
Policies are ready-made pipelines with a simple setup form. Instead of building a flowchart step by step, you switch on the actions you want, choose where documents come from and where results go, and save. They are designed for people who are new to pipeline builders.
The available policies are Ingestion, Security, Classification, Compliance, and Routing.
Every policy you set up is saved as an ordinary pipeline. It appears under All pipelines and runs the same way. Opening it again brings back the setup form, as long as it still fits the policy.
Set up a policy#
- Open Processor → Pipelines.
- Under Templates, select Set up on the policy you want.
- Turn on the actions you need. Expand an action to change its settings.
- Choose the documents to process, when to run, and where results go.
- Select Create pipeline.
Customise opens the same pipeline in the full pipeline builder, carrying over everything you have set so far. Use it to add or reorder steps, pick from every tool, call integrations, or set up your own routing rules. If you change the pipeline beyond what the setup form supports, it opens in the builder from then on.
Enforce as policy#
When the documents come from the editor, you can turn on Enforce as policy. A file that fails an enforced policy is blocked, instead of being let through with a warning. See Enforce as policy for exactly what happens on upload and export.
