> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Processing rules (Coming Soon)

> Build AND/OR rules to prevent specific emails or files from being auto-imported into ClearSpend.

Stop specific emails or files from auto-importing before they become documents under **Settings → Processing rules** (Processing rules tab labeled **Rule** in the app).

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## Two scopes

| Scope                 | What it filters                                      |
| --------------------- | ---------------------------------------------------- |
| **Email messages**    | Skip emails matching the rule before they're parsed. |
| **Documents & files** | Skip files in Drive or upload that match the rule.   |

## Building a rule

Each rule is a condition group with AND/OR logic. Conditions match on `Vendor Name` or `Subscription Name` using operators like `contains`, `equals`, or `does not contain`.

Click **+ Rule** to add a single condition or **+ Group** to start a nested group with its own logic.

```text Sample rule theme={null}
OR
  AND
    Vendor Name        contains  tetra
    Subscription Name  contains  tetra
  Subscription Name    contains  grepsr
  Vendor Name          contains  grepsr
```

Click **Update** at the bottom of the page to save your changes.

<Warning>
  Rules are evaluated against new incoming items only; historical data isn't re-processed.
</Warning>

<Note>
  Only Owners and Admins can change processing rules. Rules apply to the entire workspace; a rule that filters out "grepsr" affects all members.
</Note>