Configuring Attachment Merging Policy

Various companies have policies related to the processing of merged documents. Administrators can institute merging and splitting document policies via Route to Connector rules. All rules with Route to Connector actions are supported, including the default rules created for the connector and custom rules that are created after the Upland AccuRoute server is installed.

Note: The merge/split functionality is not applicable to messages being routed to FaxCenter, the Embedded Directive Manager, or the Lookup Manager.

To configure the attachment merging policy in a rule

Inside the Server Administrator, expand RuleSets.

Find and select the appropriate rule for the merge policy configuration. The Rule Properties dialog box appears.

Select the Actions tab.
Select the Deliver.... action on the Actions tree. The Action Properties dialog box appears.
Ensure the Allow sender to override Format check box is not selected.
Select the Delivery Options button. The Delivery Options dialog box appears.
Select Override document processing.

Select Merge attachments. The merge is based on the order the user adds attachments to the message.
Click OK on the Delivery Options dialog box.
Click OK on the Actions Properties dialog box.
Click OK on the Rule Properties dialog box.

Configuring Attachment Merging Policy

See also