Setting up Archiving Address

When you want to save an email as a document in your cloud, just FWD, CC, or BCC the message to this address and it will be automatically saved as a PDF and EML file, along with its attachments, in the location determined by the rule you set.
 

Archiving Address creation

  1. Go to Mail2Cloud Dashboard
  2. Click on Archiving Address 'Add New' button.
    AA_addNew.v2.png

  3. Click on the new address to save it to the clipboard.
    AA_basic_copyAddress.png
    Note: We strongly recommend storing this email address in your address book as Cloud Capture Email or Mail2Cloud so that you can easily access it whenever you need to save an important email.

  4. Click on storage button.
    AA_basic_selectStorage.png

  5. Select a cloud storage provider from the dropdown menu.
    AA_basic_selectStorageDropDown.png

  6. Validate your credentials with the selected storage provider.
  7. Click on folder button to select the cloud storage file path where your emails will be saved.
    AA_basic_atFolder.png

  8. Enter a custom file path, use dynamic patterns or leave it default.AA_basic_filePath.png

    When you start typing, a list of dynamic patterns will appear.AA_basic_folder_drop_.png
    Also you can use a 'Variable' to name a folder. To do this just click in 'Create new custom variable' button.
    AA_basic_customVar.png
    Note: To learn more about 'Variables' please read Variables overview article.

  9. Scroll up and Click on 'Advanced settings' button.
    AA_basic_advOptions.png

  10. Type an email address to receive a message in case of error attempting to save an email.
    AA_basic_altAddress.png
  11. Set your time zone for dates in file naming and folders.
    AA_basic_timeZone.png
  12. Check 'Save attachments'
    • Check 'Use a sub-folder to store attachments' To save email attachments in a specific sub-folder folder and enter a name for it.
    AA_basic_SaveAttachments.png
  13. Check 'Save message as PDF' to save the emails in PDF format.
    AA_basic_savePdf.png

  14. 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.
    AA_basic_filePath_drop.png

    • You'll see a file name preview below the path input. 

           AA_basic_filePath_preview.png
    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.

  15. Click on 'Create the account' button.

 

Note: Steps from 7 to 14 are optional. It you click on 'Create the account' button after finishing the cloud storage authentication (step 6) the address will be created with default values.

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