Managing Discard Rules

Last published : Apr 17, 2026
A Discard Rulewas previously referred as aBypass Rule. This rule is an instruction that bypasses specific review items when the rule is active and applied. To manage discard rules, you must have access to the Policy Management page.
Note: You cannot edit or delete the discard rule. However, you can activate the required rules and deactivate the rules that are no more required.
Adding Discard Rules
To add a new discard rule
  1. In the left navigation pane, select Policy Management>Discard Rules.
  2. On the action bar, click Add Row , and specify the following details in the newly added row.
    SenderAddress Specify the value in the name@example.com format only.
    Subject Specify text, number, or an alphanumeric value. You can include spaces and special characters if required.
    AttachmentType Specify the type of attachment.
    If you do not explicitly specify the attachment type, the application considers all types of attachments in the rule.
  3. Activate or deactivate the rule.
    • To save this rule in the Active state, select the Active check box. The activated discard rule remains available for use.
    • To save this rule in the Inactive state, do not select the Active check box. The deactivated discard rule remains unavailable for use.
  4. On the action bar, click Save.
Upon saving a rule, you cannot modify the SenderAddress,Subject, andAttachment Type values. You can only activate or deactivate it. Therefore, the application prompts you to confirm that you want to perform the operation.
  1. Click Yesto save the rule. Else, clickNo to abort the operation.
Searching for discard rules
In the action bar of the Discard Rules page, enter partial or full keywords in the search field. Else, in the item grid, click on the column headings to sort the list. The application displays the relevant rules. You can activate or deactivate the rules, but you cannot edit them.
Importing discard rules in bulk
Before importing discard rules in bulk, it is crucial to understand that the existing discard rules will be completely replaced or overwritten during the import. Make sure to review the procedures carefully.
To import discard rules in bulk
  1. Ensure that you have a list of discard rules in the standard DiscardRule Bulk Import Template. Refer to Discard Rules Bulk Import Template article if assistance is required.
  2. In the left navigation pane, select Policy Management>Discard Rules.
  3. On the action bar, click Import.
  4. In the Discard Rules Import dialog box, do the following as needed:
    • Click the Sample ".csv" file to get the sample template.
    • Click Choose File to browse and select the CSV file of discard rules.
  5. Click Import.
The application imports the rules in bulk and replaces/overwrites the currently available rules.
To retain existing discard rules during bulk import
  1. Click Export on the action bar to download the current rules as a DiscardRules.csv file.
  2. Copy or add these rules to the discard rules template.
  3. Import the updated template.
  4. On the Discard Rules page, search any previously available rule to ensure the existing rule is preserved.
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