A rule that triggers on a specific time to perform actions is known as which type of rule?

• A. Scheduled Rule
• B. Document Rule
• C. Folder Rule
• D. Automatic Rule

Answer: (A)

Time-based automation in DocuSign CLM is handled by a Scheduled Rule. This type of rule is set to trigger at a specific time or on a regular schedule, so actions can run without manual intervention, such as sending a reminder at a fixed time each day or updating fields after a defined SLA. It’s ideal when you need clock-driven actions rather than immediate responses to events. In contrast, a Document Rule fires based on document events (like creation or status changes) rather than the clock; a Folder Rule responds to activities at the folder level; and an Automatic Rule executes as soon as certain criteria are met within the workflow, driven by events rather than a set time. Understanding this distinction helps you design processes that run when you actually need them, whether on a schedule or in response to activity.