Emails can be saved automatically directly to the Asite folders by creating rules using the Set up Rules feature. The feature is only available on Outlook Classic currently.
To save your Emails automatically on aMail to the preferred folder, follow these steps:
To set up a new rule or manage existing ones, click on aMail from the Outlook Classic ribbon area.
There, you'll see the Set up Rules option on the ribbon. Click on it. The panel will open on the right-hand side of the window.
If the file has been synced earlier, you’ll see the list. Otherwise, follow the steps below to begin.
Set Up a New Rule:
To create a new rule, click on Create New Rule from the right-hand panel.
A panel will open where you can define the rule’s details and conditions.
Fill in all the required details under each section to create automatic saving rules.
Based on the rules you set, emails will be saved automatically to the selected Asite folder.
Select Folder Location
After entering the rule details, choose the folder where you want emails to be saved.
If you’ve already saved emails to any folder, those folders will appear as options. To save to a different folder, select ‘Other Location’.
In the Other Location tab, you can view all folders you have access to.
You can also search for a specific folder.
Once you’ve selected the folder, click Save.
After the rule has been created, a pop-up message saying Rule created successfully will appear.
Edit or Delete an Existing Rule
You can easily manage your rules by editing or deleting them from the rules list.
Edit an Existing Rule:
Click on the Pencil icon next to a rule to update its conditions.
After making changes, click Save.
Delete an Existing Rule:
Click on the Bin icon to delete a rule.
A confirmation pop-up will appear. Click Yes to proceed with deletion.
NOTE: Emails cannot be automatically saved to folders with custom attributes, as these require manual entry of metadata. Such folders will not appear in the ‘Select Location’ list.