Creating a rule

Creating a text rule

This functionality is available for admin users. In order to create a text rule, follow these steps:

1. Access the rules section:

• Sign in on MoonDesk.

• On the main menu, select "Rules".

1. Create a new rule:

• Click on the "New rule" button.

1. Assign a name:

• Assign a descriptive name to the rule.

1. Select the classifiers:

• Choose the classifiers in order to identify the documents that the rule must reach.

• You can verify the documents while you select the classifiers by clicking on "See documents reached by the selection".

1. Define the text content:

• Select "Text content".

• Choose one of the conditions that must be met for the text: "must contain", or "mustn't contain".

• Define whow the text must appear: a text that "matches", "contains", "starts with" or "ends with".

1. Input the text to be checked:

• Input the text that you wish to check in the text field.

• Optionally, you may specify if the text style must be controlled in bold typography.

• Specify if the text check must respect "Uppercase and lowercase" characters.

• You can define the height in which the text must be checked, measured in millimeters, based in the uppercase letters.

1. Save the rule:

• Click on "Save".

Create image rule

This functionality is also only available for admin users. In order to create an image rule, follow these steps:

1. Access the rules section:

• Sign in on MoonDesk.

• On the main menu, select "Rules".

1. Create a new rule:

• Click on the "New rule" button.

1. Assign a name:

• Assign a descriptive name to the rule.

1. Select the classifiers:

• Choose the classifiers in order to identify the documents that the rule must reach.

• You can verify the documents while you select the classifiers by clicking on "See documents reached by the selection".

1. Define the image content:

• Select "Image file content".

• Choose one of the conditions that must be met in the image: "all of them", or "at least one of them".

1. Select the image to be checked:

• Select the image from MoonDesk's library, or upload a new image.

• Optionally, you may specifiy the size in which you need for the image to be applied. If the option "Check size" is ticked, you will be able to specify the height and width requirements.

1. Save the rule:

• Click on "Save".

Editing a rule

In order to edit an existing rule:

1. Access the rules section:

• Sign in on MoonDesk.

• On the main menu, select "Rules".

1. Select the rule to be edited:

• Click on the rule you wish to edit. The rule's preview will open up.

1. Editing the rule:

• On the preview, click on the "Edit Rule" button, on the upper right corner.

• Make the necessary modifications.

• Save the changes.

With these instructions, you can efficiently configure and manage the texts and images control rules in MoonDesk, making sure for the documents to comply with the specific criteria established by your company.