Creating a Fusion rule

In this tutorial we will show you how to create a Fusion rule using a folder and some typical advanced settings.

If you are using Gmail you most first configure either outbound, inbound or both. This procedure is explained with detail in this article.

1. Go to Mail2Cloud Dashboard. 
2. Click on 'Add New' button at Fusion panel.
   
   
   
3. Select the rule behavior, if you want to apply it on emails 'From' an email address, group or domain or between one of these.
   
   
   
4. Type an email address, group or domain for whom you want to apply this rule.
    
   The value you enter here will be matched to the “From” field of the email or "To" in the case that rule has been set to "between" .
   
   
5. Click on the next button and select 'Anyone else' to apply the rule to every address except for the ones that belong to this domain.
   
   
   Also you can type an email address or domain in the text field.
   
   The values "Anyone" and "Anyone else" are defined as follows:
   Anyone: any recipient, within the company or outside the company
   Anyone else: any recipient outside of the company - in this example, anyone not in the "mxhero.com" domain.
   
   
6. Click on 'Move' button to establish what action you want to take with email attachments found.
   
   
   
7. Click on storage button.
   
   
   
8. Select a cloud storage provider from the drop down menu.
   
   
   
9. Validate your credentials with the selected storage provider.
   
   
10. Select if you want to use a normal folder or a copy policy to store you emails. (For this example we'll use a folder.)
    
    
    
11. Click on folder button to select the cloud storage file path where your emails will be saved.
    
    
    
12. Enter a custom file path, use dynamic patterns or leave it default.
    When you start typing, a list of dynamic patterns will appear.
    
    
    Also you can use a 'Variable' to name a folder. To do this just click in 'Create new custom variable' button.
    
    Note: To learn more about 'Variables' please read Variables overview article.
    
    
13. Click on 'Do not track emails' button to select if you want to track emails, their attachments or neither.
    
    
    
14. Click on the paper  clip button to add a “paperclip” to emails sent with cloud storage file links.
    
    The “paperclip” will help you and your recipients find those emails with cloud storage links to files.
    
    
15. Click "Security options" button to use Security policies on your rule.
    
    To learn more about Security options refer to this article.
    
    
16. Click on 'Advanced options' button.
    
    
    
17. Check the attachment size filter, then enter the desired size.'This Fusion rule will be only apply to attachments over the established size'.
    
    
    
18. Check 'Save message as an .eml source file', then 'Use a sub-folder for the copy of the original email (.eml file)' and set a name for the sub-folder.
    
    
    
19. Go to 'PDF and EML file name formatting' section and enter a custom name for the files, also you can use the dynamic patterns that will appear after clicking the text field.
    
    
    
    • You'll see a file name preview below the path input. 
      
      
           
    The names wrapped with { } (ex: {Sent Date}) are replacement variables. They will be replaced with values from the email. The ".pdf" in the Preview field is only an example.
    
    
20. Check 'Make an exception' to disable the rule for specific cases.
    
    
    Click the button next to 'From' and 'To' to set the address or domain that you want to avoid the use of the Rule.
    
    
    
21. Click on 'Both ways' button to make the exception at inbound and outbound flow.
    
    
    
22. Click on 'Create this rule' button.

Note: Steps from 7 to 17 are optional. If you click on 'Create this rule' button after finishing the cloud storage authentication (step 7) the rule will be created with default values.