Alternative Rules

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Alternative Rules Wed Oct 18, 2017 7:22 pm • by rober1y
I can't imagine that this hasn't been covered, but I can seem to find it. Here is the question, I am setting up a rule that will automatically file correspondence into the appropriate client file. Generally, correspondence will be a letter, an email or a fax. I am standardizing my file naming so that letter=ltr, email=eml and fax is...fax. I have set up 3 different rules for each potential file name. So rule looks for "eml" and then looks at the document for the client name and custom date and then files the email in the client's correspondence file with the appropriate date. Another rules looks for "ltr" and another looks for "fax". I'd like to simplify by setting the criteria to "name" "contains" "eml" or "ltr" or "fax". I'm sure I'm either missing something obvious or I have figured out that it can't be done.

Any thoughts?
rober1y
 
Posts: 11
Joined: Fri Nov 11, 2016 12:02 pm

Re: Alternative Rules Wed Oct 18, 2017 7:46 pm • by rober1y
Nevermind and I apologize for not reading the "read this first". Nesting Rules!!!
rober1y
 
Posts: 11
Joined: Fri Nov 11, 2016 12:02 pm


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