BlueCielo Kronodoc 2012 Configuration Guide | BlueCielo ECM Solutions

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Creating a catch rule

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:

  1. View the property page of the folder for which you want to create a catch rule.
  2. In the ribbon, in the Folder group, click Kronomail rules. The catch rule query page appears.
  3. Click New. A new catch rule page appears.
  4. Click options or type values using the descriptions in the following table.
Catch rule options
Option Description

Catch rule properties

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

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

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:

  • Full original message – the email format file to be named as message.eml. To store the messages in MHTML format with the extension .mht, configure the Email file format option as described in Enabling Kronomail.
  • Attachments – files attached to the email.
  • Message text – the message body saved in plain text format with the extension .txt. If the message body contains HTML formatted text, it is saved as an HTML file with the extension .htm.

Access control

Click the name of an access profile in the list to apply to the created document.
  1. Click Save new catch rule. The property page for the new catch rule appears. The folder to which the catch rule is applied appears in Target folder.
  2. Test the catch rule by sending an email message to the address specified in the Mail to option. The message should appear in the active folder.

Related concepts

About the Kronomail add-on

Understanding catch rules

Related tasks

Enabling Kronomail

Configuring access rights for the Kronomail user

Viewing catch rules

Editing catch rules

Troubleshooting catch rules

Saving message headers to custom properties


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