{"id":364,"date":"2017-07-20T19:41:26","date_gmt":"2017-07-20T19:41:26","guid":{"rendered":"http:\/\/gearmage.com\/blog\/?p=364"},"modified":"2026-02-05T23:05:45","modified_gmt":"2026-02-05T23:05:45","slug":"archive-emails-folders-tips-tricks","status":"publish","type":"post","link":"https:\/\/gearmage.com\/blog\/archive-emails-folders-tips-tricks\/","title":{"rendered":"Process email and attachments – tips and tricks"},"content":{"rendered":"

Processing emails or attachments to folders is easy with the Mail Attachment Downloader PRO Client and PRO Server<\/strong> products. \u00a0<\/p>\n

The feature table on the PRO page<\/a> provides all functionality available within the product. This post dives into many of those PRO functions<\/strong> to help you automate mundane workflows in your business away. You can click through each of these functions being highlighted here to then dive into those functions in more detail.\u00a0<\/p>\n

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Global Filters and Phases<\/h2>\n

A key function of PRO functionality is the concept of Global Filters<\/strong>. Global filters lets you configure one or more rules to run every time an email or attachment in an email is processed. \u00a0<\/p>\n

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The program runs through every rule (top down) for every email (if Save as .eml checkbox in the rule is checked<\/em>) and every attachment. When a rule matches an email or an attachment, the email or attachment is saved, data is extracted using extraction rules and then actions in that rule are run.<\/p>\n

Each rule has four phases:<\/p>\n

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  1. The search phase<\/strong> defines criteria that tells the program whether or not to run this rule.<\/li>\n
  2. The extract phase<\/strong> enables you to extract data from the email or attachment and also transform that data as needed.<\/li>\n
  3. The save phase<\/strong> saves the file based on the supplied templated filename and folder. You can also use extracted information in the path giving you full control with the directories or filename of the saved file.<\/li>\n
  4. And the process phase<\/strong> enables you to run many different actions to automate the workflow.<\/li>\n<\/ol>\n

    For more on this, refer to:<\/p>\n