MacroView DMF and Message automatically applies a Saved to SharePoint or Save to SharePoint by CEF category to emails that are saved due to email filing rules so that you can easily identify which emails have been saved and which have not.
There are two separate sets of categories.
The first set applies to emails saved using DMF or Message functionality such as "drag and drop", personal filing rule etc. or due to MacroView Predictive Email Filing (PEF).
The second set apply to emails that are saved by MacroView Corporate Email Filing (CEF).
If an email is saved manually by a personal filing rule or by MacroView Predictive Email Filing (PEF), in addition to being saved by MacroView Corporate Email Filing, the email may have two categories applied.
Emails that cannot be automatically saved by filing rules
Automatic saving of email by email filing rules is only supported in environments where there is no prompting for metadata as emails are saved and where the Don't overwrite existing message option is enabled in MacroView DMF or Message. This is to avoid disrupting the user with dialogues while they are in the middle of doing something else.
MacroView DMF or Message will set the Not Auto Filed and/or Not Auto Filed by CEF category on an email if the matches a filing rule if:
- The user does not have permission to save to the save location
- The profiling dialog requires to be displayed to capture custom metadata
- Don't overwrite existing messages is not enabled
If any of the above conditions are true, the email can be saved manually by "drag and dropping" it to SharePoint or the rule can be reapplied later once the condition preventing it being saved has been rectified. To apply the rule later, simply select the email(s) in either the Inbox or Sent Items folder and click Run Filing Rules from the MacroView ribbon in Outlook.
Note: MacroView DMF and Message 8.6 and later supports saving emails without profiling when there is no mandatory metadata. If this option is configured emails matching Personal, CEF or PEF rules will be saved.
What rules are in affect?
You can see what Personal and Corporate Filing Rules are in effect by opening the Email Filing Rules dialog under Options.
The Corporate Rules tab shows all configured CEF rules, the scope and whether or not they are currently enabled. If the Enable corporate rules check box in not checked, no corporate rules will be triggered regardless of their individual setting.
The Received Rules and Sent Rules tab shows the current users personal email filing rules.
Where has a tagged email been saved?
If you are using Corporate Email Filing you can select a single email and click Show Tag to check the email for a filing tag and display the save location the tag is associated with.
This is also a great way to check which tag the filing rules will detect when an email has multiple tags in its subject.
The dialog shows the identified tag and the location associated with that tag and if the tag is in your Recent Tags list it will also show the additional information about that location.
Click Open Location to open the location associated with the tag in the DMF or Message Tree View.