Email Rules for Users
The optional Email Rules User Module extends individual management of email messages in Document Locator to include customizable rules that allow users to automate document management actions based on content of messages. Similar to the email-handling rules within Outlook, Email Rules supports the automated capture and storage of incoming and/or outgoing email messages (and attachments) into Document Locator folders. For example, a predefined term in the "Subject" field could be used to trigger extraction of a customer identifier, which would then be used to store email in the appropriate customer folder. Standard business processes for capturing email records can be defined and propagated by administrators, while project managers and individual users create their own rules for increased productivity.
- Integrates with Microsoft Outlook
- Automates email capture, processing, storage, routing, and tracking
- Provides email threading
- Can recognize key words in subject or body and use extracted data to automate actions
- Captures attachments with messages
- Rules can be defined and enforced by administrators to enforce standard business processes
- Provides comprehensive full-text indexing and instant search of emails and attachments
- Supports repository-based full security and auditing
- Supports best practices for email management
Note: The standard Desktop Client supports integration with Microsoft Outlook, including File menu integration and an add-in toolbar for saving email to repository folders. Standard functionality also includes drag-and-drop from Outlook to repository folders and handling email attachments together with the host message. As with all documents in the repository, a double-click or Open action will open emails in their native Outlook application.
