Emails can be saved automatically to Asite by creating rules through the Setup Rules feature.
NOTE: This feature is currently available in Outlook Classic only.
How Do I Set up Rules to Save Emails to a Specific Folder in Asite Automatically?
In Outlook Classic, click aMail in the top ribbon.
Click Setup Rules.
A rules panel will open on the right-hand side.
TIP: Any existing rules will appear in the list.
Click Create Rule.
A configuration panel will open where you can define all rule details and conditions.
Complete all the required fields.
Select the folder you want to set up rules to save your emails.
TIP: If the folder where you want to save the email is not there, click on Other locations to view the full folder list.
After selecting the folder, click Save.
A confirmation message, "Rule created successfully", will appear.
Click Ok.
Edit or Delete an Existing Rule
Edit an Existing Rule
Click the Pencil
icon next to the rule you want to edit.
A configuration panel will open where you can update the rule details or change the folder location.
To change the folder location, click Other Locations.
After making the required changes, click Save.
A confirmation message, "Rule created successfully", will appear.
Delete an Existing Rule
Click the Bin
icon next to the rule you want to delete.
In the Delete Rule pop-up, click Yes to confirm.
A confirmation message, "Rule Deleted successfully", will appear.
NOTE: Emails cannot be saved automatically to folders that contain custom attributes, as these require manual metadata entry. These folders will not appear in the folder selection list.