Idea: Ability to copy/duplicate a sentence rule in Analytics (Docusign Insight)
In Staging, we would like the ability to copy/duplicate a sentence rule. Currently, you can only copy the entire policy but the reason we would want the ability to copy just the sentence rule is because often we want to pull in an entity like duration when it is present. But if its not present, we don't want to miss the hit. So today, we end up creating the rule with all of the keywords, exclusion words and the entity. Then in order to capture the hits that don't have the entity but meet all of the other rules, we need to start from scratch and create the same rule with all of the keywords and exclusion words (without checking the entity). This can become onerous if the list of keywords/exclusion words is long-- and it opens us up to potential typos. Ideally, we could just copy the rule with all keywords present and then just uncheck the entity on the duplicate version of the rule.
Alternatively, if they can't create a copy/duplicate function at a rule level, maybe they could let us select if the entity is required for the rule or if the entity is an optional criteria.
Back to Docusign.com

