The policies list

The policies tab contains quick access to existing policies. From here, you can select any policy from the list to view or edit its setup details (click a label below for further information):

It is important to note that policies are processed in the order that they are listed here. You can use move up / move down options to change the sequence of this list, and use next policy options for greater control over processing sequence. Available options are summarized in the following sections:

• The policy list

• The policy setup pane

• The policies toolbar

• View options

The policy list

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All existing policies are listed in the upper section of the main content area; these are the same policies that you will see listed in the console tree:  

It does not matter if you access policies from the console tree, or from the policy list shown here - use whichever method is most convenient for the task in hand.  

The policy setup pane

When a policy is selected in the policy list (the upper section of the content pane), all setup options for that policy are available in the lower section of the content pane. These options are organised across a series of tabs:

• General

• Template

• Original message

• Auto response

• Conditions

• Exceptions

• Date range

• Next policy

The policies toolbar

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When the policies tab is displayed, the policies toolbar contains the following options:

Toolbar Option	Summary
New > Auto Responder policy	Launch the new auto responder wizard and choose from a number of scenarios to create a new policy.
Delete	Select a policy from the list and use this option to remove it - the policy is removed from the list but is only permanently deleted when changes are saved.
Clone	If you need to create a policy which is similar to an existing policy, use this option to clone (duplicate) the existing policy and then edit the duplicate version as required (this can be much quicker than creating a new policy from first principles).
Move Up / Move Down	Use these options to reorganize the policy list and determine the order in which policies are applied. Select a policy and click move up or move down as required.

View options

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The view option can be used to determine whether policies are displayed in list (details) form...

... or as large icons:

Changes are retained if you move to other tabs within the content pane. When you are satisfied that all tabs have been updated correctly, click the save button to save changes across all tabs. Alternatively, use the cancel button to abandon all changes.