Archive emails to folders easily with Mail Attachment Downloader PRO Server. In this post, we will explore some important tips in setting up the program to do exactly that.
Understand and use global filters
Always use the Global filters tab available in the PRO Server product. This tab replaces most of the functionality in the folder/files, search and filters tabs.
IMPORTANT: READ THIS
https://gearmage.com/blog/save-emails-and-attachments-to-folders/
Rule Tracing How-To: Troubleshoot rules like a PRO
Troubleshooting Global filters has never been easier. Use Rule Tracing like a PRO to troubleshoot why your global rule filter did not work the way you thought it would.
Running for multiple accounts
This blog post explores how you can setup the program to run for multiple accounts simultaneously. This feature is only available in the PRO editions.
READ THIS
https://gearmage.com/blog/multiple-email-accounts-via-rules/
Archive emails or attachments or emails with attachments as PDF
With the ability to convert emails to over 50+ formats, saving emails or emails with attachments in a single file or to different formats is a breeze with PRO Server. Note that PRO Client does NOT support converting to multiple formats.
READ THIS
https://gearmage.com/blog/convert-email-attachments-to-pdf/
Extract data like the Invoice # from the email
You can extract any data using the extraction wizard from the email or body and then use that in the saved filename format.
Extract data from emails and attachments – an in-depth guide
Archive extracted data to a database
Saving extracted data or files to a database could never be easier with the PRO Server.
READ THIS
https://gearmage.com/blog/save-emails-and-attachments-to-a-database/
Nest rules and actions like a PRO
You can nest both rules and chain/nest actions so one is run after the other with the PRO Server.
- Nest actions (see below)
For example, unzip an email attachment, then run some other actions on the extracted data.
READ THIS
https://gearmage.com/blog/email-actions-unzip-convert-pdf-run-script/
- Nest rules (see below)
Nesting rules can help with reusing rules so you don’t have to repeat the same condition across many rules.
Further reading
Some interesting how-to links and posts for further exploration:
- Save excel/csv from emails to a database
- How email rules work in-depth
Contact us
Contact us if you have any questions, suggestions about the functionality described in this article.