Or you can specify NOT to exclude certain emails. You can also specify AND to ensure one or more terms all are included in the Subject (anywhere in the Subject). Once the Subject filter is added, you can specify terms such as those containing certain phrases like ‘Payments’ OR ‘Invoices’.īy specifying OR, the program will search for any emails with Payments or Invoices occurring anywhere in the Subject of the email and execute this rule. In the example below we will filter based on the Subject. In the rule filter, specify a name for the filter first and then add a filter to determine which emails to save. Create a rule with some filtersĬreate + Add new filter in the Global filters tab to create a new rule filter as shown earlier. Lets say you are running a rule named “Invoices” but you are running this for only one account so you have added a Account matches filter in that rule, then it would be ideal to name the rule – Invoices” so it is clear that this rule only applies to when you edit the filters in the Global filters, you can search for and only those rules that apply will show up. It is important that you name the rules in such a way that they are easy to find when creating many rules. If an email or attachment matches all filters defined inside the rule, then subsequent rules are not run for that email or attachment. You can re-order rules by dragging and dropping the rule to the order you want. Re-order rules (drag and drop): Rules are run top-down and ordering is important. ![]() Alternatively and this is recommended if you have a lot of rules, you can nest rules instead of copying them. Clone or nest rules: If you find yourself creating many similar rules, an easy way to do this is to select a rule in the Global filters tab and then either double click or click on Edit selected filter. Then change the name of the filter to something different, click Save and choose No in the subsequent popup.Do this for each rule you want to restrict to that account. Restrict a rule to run only for one account: If you want a rule in the Global filter to only run for a specific account, you can do so as follows: In a rule (add new filter or edit selected filter), click on the Add -> Filters -> Account matches filter selection and then pick the account from the dropdown and Save.This will run all the rules every time for each selected account. To run the rules across many accounts, select the Account dropdown and then choose the accounts you want to run for. Running rules: The rules in the Global filters tab is run for the account selected in the Account dropdown in the main window.Note that other attachments in the email may match other rules based on the filters you have specified in the account. Once a match is found, no other rules are run for that attachment or body. Rules run per attachment / body: For every attachment and/or every body, the program will try to match every rule.You can re-order rules as described in the tips below. The rules are run top-down for each download session for the account selected in the Account section in the main program window. The Global filters tab (only available in the PRO versions) offers the ability to create and manage more than one rule. With each rule filter you would specify which emails to select for that specific rule filter and also specify a save location and filename. The overall concept to save specific emails to distinct folders using our PRO Versions is to create different global rule filters, one per save location. The PRO Server also lets you run these tasks 24×7 unattended on a Windows Server or Azure cloud setup with ease. The PRO versions offer the ability to save not just the attachments but also entire emails to one or more folders. The free version offers saving email attachments to a single folder. The free version is for personal or trial use and offers some basic functionality to automatically save email attachments to folders. In our earlier blog post, we explored the many ways the PRO products can help you save time and money by getting data out of emails. ![]() Mail Attachment Downloader PRO and Free versions offer excellent functionality to solve these specific needs. ![]() With this post we will explore how you can save emails and attachments to folders using email rules.
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