Welcome > Connection Tasks menu > Rule window

Rule window

Use this window to configure rules. Rules assign documents with a certain characteristics to a specific destination. If no rule filters apply to a document, the document goes to the default destination.

Service filter

Select one of the services (email, fax, folder, web-service, or any).

Recipient list

Type the original recipients (as specified by the message sender). Messages sent to this address are imported to the configured destination. Wild card * is supported. You can specify multiple recipients, separated by comma.

  • For emails, specify an email address from the To or Cc list, e.g. john@kofax.com. This also applies to MSG and EML files imported via folder import.

  • For faxes, specify the extension number on the fax server, e.g. 555*, 66*, 777.

  • For other import connectors, this filter is not available.

Address

Type an address from which Message Connector received the document. Documents with this address are imported to the configured destination. Wild card * is supported at the beginning or at the end of the string.

  • For POP3/IMAP emails, specify a mail box name, e.g. john@kofax.com.

  • For EWS email, specify a mail box name, e.g. lena@kofax.com or asia\rajesh.

  • For SMTP email, specify the final routed email address, e.g. *@kofax.com.

  • For faxes, specify the user name on the fax server, e.g. biscom_user1.

  • For FoIP, specify the extension number, e.g. *555.

  • For folders, specify the path, such as C:\myFolder\*. Note that using C:\myFolder will not match files in the myFolder directory, you have to specify an asterisk.

  • For web service input, specify any string. This string must match the optional Address parameter of the Import web service call. Refer to Kofax Import Connector Developer's Guide.

Tip The difference between the filter options Recipient list and Address is subtle but potentially important. For example, Adam sends an email to Bob, CC Cindy. Cindy has email forwarding enabled, sending all mail to the SMTP server of Kofax Import Connector (for example, invoice@KIC.com). In this case, you can use Bob's (or Cindy's) address as Recipient list filter. However, only the address invoice@KIC.com can be used for the Address filter. Or another example: Deborah’s POP3 mailbox (Deborah@example.com) has an additional address alias (DeborahBusiness@example.com). Deborah can use the Recipient list field to filter her private and business mail.
Destination

Select one of the existing destinations.

XML type

If the selected destination has a specified XML type, it is displayed here. The XML type becomes an additional filter criterion. If the document does not match the XML type, the rule is skipped.

Subject
Type the subject of the received message. You can use the asterisk wildcard * to specify all subjects. The wildcard is supported at the beginning or at the end of the string.
Originator

Type the email address of the sender of the message . You can use the asterisk wildcard * to specify all addresses. The wildcard is supported at the beginning or at the end of the string.

Input Source Name

Type the display name of the import source configured in Connection configuration window. For example, if you have configured a mailbox with the team_mails name, specify team_mails in this field.

The wildcard is supported at the beginning or at the end of the string.