Setup Rules

Setup Rules

1. Enter the time that the program should wait before checking for incoming Faxes. The time is entered in seconds so to check every 2 minutes enter 120.
2. Browse to the path that contains the facsimiles.
3. Enter a file format for all facsimiles to be saved in.
4. Enter a folder to save facsimiles in, please note that all facsimiles will be saved in this folder in the format selected in option 3
5. Enter the UNC path to the Archive Folder, This will be used as the path when sending links to recipients as opposed to sending the fax as an attachment.
6. If failed files are to be saved in a file folder place a check mark in this box. (please note there are three options for failed files)
7. If failed files are to be saved in a folder enter the path here
8. If failed files are to be emailed to someone for distribution, place a check mark in this box
9. Enter an email address for the failed files to be delivered to.
10. If failed files are to be printed place a check mark here
11. Select the printer that failed files should be printed on.
12. If failed files are to be saved or emailed select in which format, Tiff or PDF
13. Enter the rules for processing the facsimile.
14. Save the file, Ask for Help, Exit Setup

Rules
Example of Rules:
Please note that all Rules are Case Sensitive and that as many as necessary can be used. It is also important to note that they are stackable, so one rule can allow a facsimile to be printed to a specific printer, and the next rule could send the same facsimile as an email attachment. It is also important to remember these are rules based upon text. Therefore if a facsimile was confidential and was sent to Bob regarding Mike and there were rules for both Bob and Mike they would both be carried out.
The format is as follows:
The text to search - ~ What to do with the file ~ Output
It can be any word, phrase or combination of words and phrases separated by an "&" so "Keith&Sales Manager" would look for the word "Keith" and the phrase "Sales Manager" and if either were found the rule would be applied. The file can be saved to a folder, sent to a printer or emailed. Just enter the folder location, the email address or the word Printer if it is to be printed. The output can be a PDF, Tiff, Link to the file, email notification or the Name of the Printer. If using a link the link will go to the archive folder file, even if there is a rule that has the file go into a specific folder.
All Rules are Case Sensitive
Example 1: Current Solutions~kpassaur@edocfile.com~PDF
If "Current Solutions" was in the document it would email the file to kpassaur@edocfile.com as a PDF

Example 2: Current Solutions~kpassaur@edocfile.com~Link
If "Current Solutions" was in the document it would email a link to facsimile to kpassaur@edocfile.com

Example 3: 8139963222~C:\Sales Orders~Tiff
If 8139963222 was in the document it would be moved to the folder c:\Sales Orders and saved as a Tiff image

Example 4: Current Solutions~Printer~OKI C7200(PCL)
If "Current Solutions" was in the Fax Header it would be printed on the OKI c7200(PCL) printer

Example 5: Current Solutions~kpassaur@edocfile.com~NOTE
If "Current Solutions" was in the document it would email kpassaur@edocfile.com and the body of the message would be the text contained in the file C:\Program Files\edocfile\OCR Router\Messages\Note.txt. This allows the program to just send out notices with no Links or Attachments.
If the lines in Example 1 and Example 3 were both used the file would be emailed to kpasaur@edocfile.com and the file would also be printed.
14. Help - Save - Exit
When finished entering the rules click on "Save" to return to the Main Menu.
Note: the rules are contained in the text file C:\Program Files\edocfile\OCR Router\Rules.txt if it is easier to edit them in text editor. However, when using a text editor keep in mind that there is one rule per line.