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In a SharePoint™ Team Services-based Web site, you can manage documents in your document library by using rules to automatically perform actions based on document properties. These rules can be triggered by a schedule or when certain conditions are met. The Rules Wizard includes templates that you can use as a starting point for creating your own rules. Using the templates, you can:

• Set a document to expire after a time limit.
• Request approval for documents using e-mail.
• Archive expired documents.
• Make backup copies of approved documents.
• Create a task for each new document of a particular type.
• Create an announcement for each new document that has a certain word in the title.
• Send an e-mail notification when a new document is created.

To add a rule to a document library to automatically perform actions based on document properties in your SharePoint Team Services-based Web site, open the Web site with FrontPage 2002 and edit it directly on the server as follows:

1. In Folder List, right-click the document library folder, and click Properties.
2. On the Rules tab, click Add.
3. To base a rule on a template, click Start creating a rule from a template, and then select a template.
4. Click Next, and follow the instructions in the wizard.
5. To start with a blank rule, click Start from a blank rule, and then select when to apply the rule.
6. Click Next, and then select which condition(s) to apply to the rule.
7. Under Rule description (click on an underlined value to edit it):, enter your criteria, and click Next.
8. Continue by selecting an action to perform, add exceptions if any, give your rule a name, click the Finish button and then click OK.

Tip   The Simple Mail Transfer Protocol (SMTP) service is required for some Document Library Rules to function properly like automatically sending e-mail to someone to approve documents that have a status such as "waiting for approval." If your SMTP service is currently not set up, when adding rules to your document library you will see a dialog box prompting you to contact your server administrator to enable the service on the Web server. Document Library Rules not involving email functionality will operate correctly without SMTP enabled on the server.

More information

For more information about adding rules to a document library in a SharePoint Team Services-based Web, see Microsoft FrontPage 2002 Help.