You can configure Document Stamps for specific groups or rules by using the Server Administrator > Configuration or Rules node.
Document stamps for specific groups
To configure document stamps for specific groups
- Launch the Server Administrator.
-
-
On the Start menu, click Upland AccuRoute >
-
- Expand the tree view, and click Configuration > Groups.
- Right-click the group of interest and select Properties. The Groups Properties screen appears.
- In the Document Stamps tab, select Enable members of this group to select the specified Document Stamps.
- Select the document stamp(s) of interest from those listed and click OK.
Document stamps for rules
You may want to consistently apply document stamps to a particular kind of message or distribution. To do so, you identify the specific Document Stamp as an Advanced Custom Core Property when creating the rule.
To configure a rule to apply a Document Stamp to all emails
-
Launch the Server Administrator.
-
On the Start menu, click Upland AccuRoute >
-
- Expand the Rules node and select Outbound.
-
Right-click Outbound and select New > Rule. The Create New Rule screen appears.
-
Click Add. The Add Rule Criteria screen appears.
-
Select Destination is an e-mail address and click Next.
-
In the Items to Match screen, select the is radio button and enter * in the following text box to have this rule apply to all email messages.
-
Click Add and then click Finish.
-
Returning to the Specify the Criteria for this Rule screen, click Next.
-
In the Specify actions to take for this Rule screen, click Add. The Add Rule Action screen appears.
-
Select Route to Connector and click Next.
-
The Route to Connector screen appears. Select Filescan on the Server from the Route to Connector drop-down menu.
-
Select PDF as the final message delivery format from the Document Delivery Format drop-down menu.
-
Click the Advanced button. The Advanced Routing Options screen appears.
-
Click the Custom Properties button. The DMS Rule Properties screen appears.
-
Make sure Core Properties is selected and click Add. The Core Property screen appears.
-
In the Name field, enter prDocumentStampName and in the Value field enter the name of the Document Stamp of interest.
-
Click OK, OK and Finish.
-
Returning to the Specify actions to take for this Rule screen, click Next.
-
Click Next and then Finish.
-
The Specify a name for this rule screen appears. A default rule name including all your choices appears. You can change this name as needed.
-
Select Finish.
See also