About User RuleSets

With User RuleSets, you can create custom rules for the Upland AccuRoute server to use for processing outbound messages. For each rule, you must select a destination, identify criteria, and specify actions to be performed. With multiple rule destinations available, Administrators have flexible options for document routing.

Creating User RuleSets

You can create User RuleSets to the following destinations.

  1. Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  1. On the Server Administrator tree, select and expand RuleSets, if necessary.
  2. Right-click Users. The Properties shortcut menu appears.
  3. Select New > Route to Connector. The Criteria dialog box appears.
  4. Select Email on the Destination type drop-down list.
  5. Type user@testdc.net in the Matches box.
  6. Click Next. The Deliver dialog box appears.
  7. Select a connector on the Connector drop-down list.
  8. Select a format; for example, PDF on the Format drop-down list.
  9. Click Next. The rule name appears on the Complete dialog box.
  10. Click Finish. The rule appears in the User details pane.

 

  1. Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  1. On the Server Administrator tree, select and expand RuleSets, if necessary.
  2. Right-click Users. The Properties shortcut menu appears.
  3. Select New > Route to Embedded Directive Manager. The Criteria dialog box appears.

  4. Select Email on the Destination type drop-down list.

  5. Type user@testdc.net in the Matches box.
  6. Click Next. The Embedded Directive box appears.
  7. Select Scan document(s) for Embedded Directive or choose other options, if necessary.
  8. Click Next. The rule name appears on the Complete dialog box.
  9. Click Finish. The rule appears in the User details pane.

 

  1. Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  1. On the Server Administrator tree, select and expand RuleSets, if necessary.
  2. Right-click Users. The Properties shortcut menu appears.
  3. Select New > Route to Failure. The Criteria dialog box appears.

  4. Select Email on the Destination type drop-down list.

  5. Type user@testdc.net in the Matches box.
  6. Click Next. The rule name appears on the Complete dialog box.
  7. Click Finish. The rule appears in the User details pane.

 

  1. Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  1. On the Server Administrator tree, select and expand RuleSets, if necessary.
  2. Right-click Users. The Properties shortcut menu appears.
  3. Select New > Route to Lookup. The Criteria dialog box appears.

  4. Select Email on the Destination type drop-down list.

  5. Type user@testdc.net in the Matches box.
  6. Click Next. The rule name appears on the Complete dialog box.
  7. Click Finish. The rule appears in the User details pane.

 

  1. Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  1. On the Server Administrator tree, select and expand RuleSets, if necessary.
  2. Right-click Users. The Properties shortcut menu appears.
  3. Select New > Route to Advanced Routing. The Rule Properties > General dialog box appears.

  4. Type a rule name in the Name box.

  5. Select the Actions tab.
  6. Click Add. The Select Rule Template to Add dialog box appears.
  7. Click Route to Connector and the Select button. The Actions workflow appears.
  8. On the Actions workflow, go to Route to Connectors, and select Deliver {Not Configured}.

 

Note: Important! You can associate up to five criteria with a rule. If you want to set more than five criteria for a rule, create the rule with the first five criteria, make a copy of the rule, add the next five criteria, and so on.

See also

About RuleSets

About Received Faxes and Default RuleSets