Setup Rules

Setup Rules

Rules work as follows:

The email address on the cover page is read and it is matched to the first part of the rule. This process continues until all rules are processed. This means if the same email address is used twice the rules will be applied twice.

If no matching rule is found, the file will be sent as an email attachment to the address on the cover page. If a file is just to be delivered and no email message entered substitute NOMAIL for the UNC path.

If the file is to be sent to multiple addresses the first email address in the destination must match the barcode on the cover page and it will be delivered to all email addresses until the "=" equals sign is found. When using multiple addresses separate them with a "," comma with no spaces. The exception to this is if the file is to be attached and sent to a group, in which case destination would be the word "Group" and the first email address would be skipped.

Basic Format of a Rule:

Email address" =" destination" =" link (if to an ftp site follow with"=" User Name "=" Password"="Port)

Examples:

Example One - Send as an email attachment

Enter nothing, as by default if there is no matching rule the file will automatically be sent as an attachment

Example Two: Send a Link to a file on the network

Rule format : email address=file path=UNC path for link
Joe@edocfile.com=Z:\Network Shared Files\Joe=\\x-series\Network Shared Files\Joe
Or
Joe@edocfile.com=\\x-series\Network Shared Files\Joe=\\x-series\Network Shared Files\Joe

Example Three: Send to an FTP Site with a link in the email

Rule format : email address=ftp site=UNC path for link=User Name=Password=Port
Joe@edocfile.com=ftp.edocfile.info/Joe=http://www.edocfile.info/Joe=username=password=21
(NOTE it is ftp. not ftp://)

Example Four: No mail and send to a shared folder on the Network

Rule Format: eMail Address=file Path=NOMAIL
NOMAIL@edocfile.com=\\x-series\Network Shared Files=NOMAIL

Example Five: Send a Link to a group of email addresses when the file is on an FTP site

Rule format : email address(s)=ftp site=UNC path for link=User Name=Password=Port
The cover page will be to sales@edocfile.com
sales@edocfile.com,tom@edocfile.com,dick@edocfile.com,harry@edocfile.com=ftp.edocfile.info/Joe=http://www.edocfile.info/Joe=username=password=21
(NOTE it is ftp. not ftp://)

Example Six: Send as an attachment to a group of email addresses
Rule format : email address(s)=Group
noone@edocfile.com,tom@edocfile.com,dick@edocfile.com,harry@edocfile.com=GROUP