Which statement best describes the type of Smart Rule that runs on a schedule?

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

Answer: (A)

Smart Rules in DocuSign CLM can run in different ways, and the one that runs at set times is specifically designed for that purpose. This type is a Scheduled Rule. It is configured with a cadence—like daily, hourly, or a custom interval—and a time zone, and the defined actions execute at those times for all items that meet the rule’s criteria. This makes it ideal for periodic tasks such as reminders, bulk field updates, or routine maintenance that should happen regularly, regardless of any single document event.

Other rule types respond to events rather than time. A rule tied to a document fires when a document is created or modified; an automatic rule runs based on conditions within the workflow as things progress; a folder rule triggers on folder-related actions. Because they are event-driven rather than time-driven, they don’t operate on a fixed schedule.