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.
    fusion_add.v2.png

  3. Type an email address, group or domain for whom you want to apply this rule.
    fusion_for.png
    The value you enter here will be matched to the “From” field of the email.

  4. Click on 'Upload an replace' button to establish what action you want to take with email attachments found.


  5. Click on storage button.
    fusion_storage.png

  6. Select a cloud storage provider from the drop down menu.
    AA_basic_selectStorageDropDown.png

  7. Validate your credentials with the selected storage provider.
  8. 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.)
    fusion_folderCopy.png

  9. Click on folder button to select the cloud storage file path where your emails will be saved.
    AA_basic_atFolder.png

  10. 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.

  11. Click on 'Do not track emails' button to select if you want to track emails, their attachments or neither.
    fusion_doNotTrack.png

  12. Click on the paper  clip button to add a “paperclip” to emails sent with cloud storage file links.
    fusion_paperclicp.png
    The “paperclip” will help you and your recipients find those emails with cloud storage links to files.

  13. Click on 'Advanced options' button.
    fusion_adv.png

  14. Click on the button next to 'Apply to emails sent to' and select 'Anyone else' to apply the rule to every address except for the ones that belong to this domain.
     fusion_advApply.png
    Also you can type an email address or domain in the text field.

  15. Check the attachment size filter, then enter the desired size.'This Fusion rule will be only apply to attachments over the established size'.
    fusion_advSize.png

  16. 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.
    fusion_advEml.png

  17. 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.

  18. Check 'Make an exception' to disable the rule for specific cases.
    fusion_advMakeAnException.png

    Click the button next to 'From' and 'To' to set the address or domain that you want to avoid the use of the Rule.
    fusion_advMakeAnException_address.png

  19. Click on 'Both ways' button to make the exception at inbound and outbound flow.
    fusion_advMakeAnException_both.png

  20. 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.

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