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Example Trigger Usage

For example, you can assign the same smart tag, 'Privileged content' (used to categorize emails subject to client-attorney privilege), to separate outgoing email triggers:

Recipient-based trigger

The first trigger activates when it detects an email sent to a specific attorney. For example, in the Recipient 1 trigger, you can set the Included Addresses list setting to include the various email addresses of the relevant attorneys.

Classification-based trigger

The second trigger activates when it detects an email that appears to be subject to client-attorney privilege. For example, in the Document Classifier 1 trigger, you can set the Which Document Classification? setting to a predefined ‘Privileged content’ document classification.

In this way, the recipient-based trigger should detect emails that are subject to client-attorney privilege but which do not match the specified 'Privileged content' classification, while the classification-based trigger should detect emails that are also subject to client-attorney privilege but which are not addressed to one of the listed attorneys.

More information:

Smart Tagging