Customizing Attachment File Name Templates

You can customize file name templates for attachments in a rule by using the Server Administrator > Rules node.

To customize file name templates

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

  2. Expand the Rules node on the Server Administrator tree.

  3. Click Inbound or Outbound, locate the rule where a split or merge policy needs to be set, and select the rule.

Note: Important!The rule must have a Route to Connector action. (All rules with Route to Connector actions are supported, including default rules that are created for connector and custom rules that are created after the server is installed.) The split/merge functionality cannot be applied to messages being routed to FaxCenter, the Embedded Directive Manager, or the Lookup Manager.

  1. Go to the Specify the Actions to take for this Rule list, double-click the action where the policy needs to be set.

  2. Verify that Allow sender to override the Delivery Format is not selected. (Attachment merging and splitting is not supported when the sender is allowed to override the delivery format.)

  3. Click Advanced.

  4. Customize the filename template. The template can include static text and a combination of supported variables:

    • %INDEX% (Variable represents the respective parts of an attachment after it has been split. For example, if an attachment is split into 4 parts, the respective parts are identified by the index numbers 1, 2, 3, and 4.)
    • %ATTACHMENT_INDEX% (Variable represents the number of an attachment. Attachments are numbered in the same order they are attached by the user. If the message attachment handling configuration specifies that all attachments should be merged into a single attachment before it is split based on a page count or file size policy, then the attachment index is 1 for all resulting attachments.)
    • %prRecipientID%
    • %SUBJECT%
    • %COMMENT%
    • %RECIP_NAME%
    • %SENDER_NAME%
    • %prDestination%
    • %prOriginator%
    • %SENDER_COMPANY%
    • %SENDER_BUSINESS_FAX_PHONE%
    • %SENDER_BUSINESS_PHONE%
    • %prBillingCode%

When the message attachment handling configuration specifies that attachments are to be split based on a page count policy or file size policy, the string must include %INDEX% to label the respective parts of each attachment and %ATTACHMENT_INDEX% to label each attachment. If multiple attachments are merged into a single attachment before it is split, %ATTACHMENT_INDEX% can be omitted.

  1. Click OK to save the routing options.

  2. Save changes to the rule.

See also

About Attachment Merging and Splitting

Configuring Attachment Merging Policy

Configuring Attachment Splitting Policy