Run Filing Rules

MacroView DMF and MacroView Message 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 Filing Rule option on the MacroView ribbon in Outlook allows you to select one or more emails in your Inbox or Sent Items 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.

Version support

Run Filing Rules is supported in DMF and Message 8.5.1142 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 save 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 does not check for MacroView Predictive Email Filing (PEF) tags in the subject of selected emails.  To manually trigger the save of emails based on their PEF tag, drag an drop the email to the drop zone above the tree view in Outlook.