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What is a docHub CLM Smart Rule? A smart rule automates document and folder actions based on events and conditions. A smart rule is a powerful CLM feature that can be easily configured to introduce process automation. There are three types of smart rules in CLM. A CLM action can automatically execute when there is a change on a CLM document, when a folder is created or moved into another folder, or run based on a schedule. Lets look at how simple it is to configure a smart rule. Well create a document rule that automatically moves a document to a folder and then sends an email notification. Navigate to Admin, Smart Rules, then create a new document rule. The first part is to configure the event that will trigger this rule. Enter a name for the smart rule. This rule automatically processes an agreement if the pricing information indicated is greater than $5,000. This rule is initiated when the document is indexed or updated. Execute this rule as yourself, the administrator. This en