Archive email tips and tricks

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/

multiple accounts


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/

Convert to PDF
Convert 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.

READ THIS

Extract data from emails and attachments – an in-depth guide


extractions-wizard


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 actions

  • Nest rules (see below)

Nesting rules can help with reusing rules so you don’t have to repeat the same condition across many rules.

Nesting email rules and actions

Further reading

Some interesting how-to links and posts for further exploration:

Contact us

Contact us if you have any questions, suggestions about the functionality described in this article.