Replace attachments with Mail2Cloud links with expiration date and restricted access

In this tutorial we will show you how to create a Fusion rule using a folder, some standard advanced settings, Paperclips, expiration date and restricted access to attachments.

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. Type the domain for whom you want to apply this rule. 
    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.

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

  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.)

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

  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.

    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.

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

  12. 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.

  13. Click on 'Security options' button.
  14. Toggle 'Company' at link access option to let only people with your same domain to access Mail2Cloud links.
    save image

  15. Toggle 'Enable automatic expiration of Mail2Cloud links' and set the specific number of days you want links to expire.
    save image

  16. Click on 'Advanced options' button.

  17. Set 'Apply to emails sent' to 'Anyone'.

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

  19. 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.

  20. 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.
  21. Click on 'Create this rule' button.
Have more questions? Submit a request


Powered by Zendesk