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Run Filing Rules

MacroView Support
  • Updated

MacroView DMS Pro and MacroView DMS can be configured to automatically file incoming and outgoing emails from Outlook to SharePoint using Email Filing Rules but what if you need to apply these rules retrospectively to existing emails.

The Run Received Rules and Run Sent Rules options in the MacroView ribbon in Outlook allows you to select one or more emails in a folder in Outlook and run any currently active filing rules against these emails.

Any selected emails that match a rule will be saved automatically to SharePoint provided no metadata prompting is required and you have permission to save to the specified location.

If the email is successfully saved it will have a Save to SharePoint category applied in Outlook.  If it matches a rule but is unable to be saved it will have a Not Auto Filed category applied.

 

Dynamic Rules Selection

MacroView DMS dynamically displays the filing rule option that is appropriate for the folder type of the selected email(s).

Inbox

Inbox folders will show options to run the Received Rules.

If you have Managed or Corporate Filing Rules, you will also see Run Received Rules in the MacroView group on the Home ribbon. 

 

Sent

Sent folders will show options to run the Sent rules.

If you have Managed or Corporate Filing Rules, you will also see Run Sent Rules in the MacroView group on the Home ribbon. 

 

Other folders

For other folders where DMS cannot automatically determine the relevant rules, you will have the option to decide which rules to run. 

 

If you have Managed or Corporate Filing Rules, you will be able to choose which rules to run from the MacroView group on the Home ribbon. 

 

Version support

Run Filing Rules in Inbox and Sent folder is supported in DMF and Message 8.5.1142 or later.

Run Filing Rules in any folder requires DMS 9.3 or later.

 

Additional notes

  • Email filing rules are not triggered if the Don't overwrite existing emails option is unchecked under Options --> Office. In this case the Not Auto Filed category will be applied.
  • Run Filing Rules also checks and saves selected emails that match MacroView Corporate Email Filing (CEF) rules if using DMF or Message 8.5.1172 or later.  If an email matches both a CEF rule and a personal rule, both will be saved.
  • Run Filing Rules checks for MacroView Predictive Email Filing (PEF) tags in the subject of selected emails when set to fully automatic and running DMF or Message 8.6.19 or later.