MailSteward

MailSteward™

Contents:
Links:
Set Rules for Tagging or Excluding:

Tags can be added to email in the database at any time, but it is also possible to define rules to automatically tag email as it is archived into the database. You can also define a rule to exclude email from being archived. Once a rule is defined, it is listed in the Tag Rules Settings and can be enabled or disabled by checking the box next to it. By clicking on the right hand buttons you can add a new rule, edit an existing rule, duplicate an existing rule, and remove an existing rule.


Clicking on the Add Rule, Edit, or Duplicate buttons will drop down a sheet for defining a rule


A rule may have up to four conditions. If the text box for a condition is left blank, that condition is ignored. A rule can require all of the conditions to be met, or any one of them to be met, depending on whether "all" or "any" is chosen in the top popup button. Once the conditions have been set, you can choose to either tag email or exclude email from being archived, based on the rule. If you choose to tag the email, the tag category, keywords, note, and priority can be defined. Clicking on OK will add the rule to the list. As email is archived into the database, it is checked against all active rules and tagged or excluded accordingly. As tag rules are checked, tag keywords are added on separated by spaces. The other tags are replaced by subsequent rules.



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