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BlueCielo Kronodoc 2012 Configuration Guide | BlueCielo ECM Solutions |
You can create a catch rule with several matching conditions that will create documents with a variety of default properties.
To create a catch rule:
Option | Description |
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Catch rule properties |
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Name |
Type a descriptive name for the catch rule. Each catch rule name must be unique within the same workspace. |
Active |
If Yes is enabled, the catch rule is active. To disable the catch rule, clear Yes. |
Catch conditions |
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Mail from |
The email address of the sender for which you want to store messages in the active folder. The asterisk (*) wildcard character is supported to catch all messages from a specific domain, for example, *@company.com. If empty, catches all email. |
Mail to |
The email address that you want to store messages in the active folder, for example, helpdesk@kronodoc.company.com. The specified domain (@kronodoc.company.com) must be configured when the Kronomail add-on is installed on the Kronodoc server. |
Forwarded from |
The email address of the original recipient of which a message was forwarded from a different user Note The email must be forwarded as a MIME attachment. The original (inner) email is attached to the created document as message.txt and message.html files. The file message.eml (or message.mht) contains the outer message. The attachments to the inner message are also attached to the document. |
Mail subject |
All or part of the message subjects that you want to store in the active folder. The asterisk (*) wildcard character is supported, for example, *feedback*. If empty, catches email with any subject text. |
Default document properties |
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Name |
By default, the subject of the email is used as the name for the created document. To apply a different name, type it here. |
Code |
If automatic document numbering is enabled, a number will be assigned by default. To apply a different number, type it here. |
Type |
Click the name of a document type in the list to apply to the created document. |
Relevance |
Click the relevance in the list to apply to the created document. |
Lifecycle |
Click the name of a life cycle in the list to apply to the created document. |
Status |
Click the name of a status in the list to apply to the created document. If the status is defined by the life cycle, this option is not editable. |
Author |
The author of the original email. The original author is used even if another user has forwarded the email. Type a value to be used only if the original email contains no author name. Note When an email message has been forwarded from Microsoft Outlook, the Outlook user is the author of the email instead of the original author. |
Author email |
The email address of the original email author. This information is included in all email messages by default. |
Description |
The document description if the email has no body or has only attachments. By default, the first 2000 characters of the message body are included in the document description. If the body contains HTML formatted text, it is not added to the description but can be saved as an attached file by using the Files option. |
Files |
Which files to attach to the created document:
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Access control |
Click the name of an access profile in the list to apply to the created document. |
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