Brother BR-Docs - Manual (Page 43)

Administrator’s guide
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Creating a filing rule
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Before creating a filing rule for a document type, create the document type and the corresponding
metadata (index) field.
Click Manage users and application settings .
Click the Filing categories tab and then select the
document type for which you want to create metadata
or index fields.
Type the document name in the field, or click Browse
to navigate to the document type you want.
Select the check box to activate the filing rule.
Select the folder where you want to file all documents
of the type you chose in the previous step.
Click Submit.
By default, any previously-configured indexes appear
in a drop-down list when you click in the text boxes
used for filing and renaming.
Use this index to build your filing and renaming rules.
You can add fixed values (manual input) and then
confirm the action.