Specifying the "Document Description" of Emails that are Auto-Saved
There are two keys that can be placed into PAT_DMS_SETTINGS table to control the email auto-save functionality with regard to the value assigned to the "Document Description" column. This is set on a per-incoming-email address basis.
| key-name | key-value | description |
|---|---|---|
email.categorydescription.set | [{"email":"AAAAaaaa@your.domain","description"categoryId":123:"my preferred description for emails with this to: address"}]
| You should replace AAAA aaaa@your.domain with the to: email address the category id document description concerns, and 123 with the categoryId that should be used"my preferred description for emails with this to: address" with your preferred string. |
| email.categorydescription.default0 | From xxx@yyy.zz to xxx@yyy.zz | The default categoryId document description to use, if no specific email address was found in email.categorydescription.set key value. |
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| title | Example Usage |
|---|
Below, we specify that emails to invoices@ourFirm.com should be marked as Invoice category (number 2 in this example), and emails to pto@ourfirm.com should be categorised as Official Correspondence (3 in this example).
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