How to create custom inbound email rules

New inbound email rule

1. Click TOOLS at the top of the page and then select DOCUMENT MANAGER.
2. To add an inbound email rule, click on OPTIONS and then click on ADD INBOUND RULE.
3. The username of the email can contain special characters like ‘+’ and ‘.’. 

EXAMPLE: account+mysteryshop

1. Set the visibility of the document. 
   1. ALL CUSTOMERS: document will be visible for all customers
   2. CUSTOMER GROUPS: document will be visible to one or more groups of customers
   3. CUSTOMER: document will be visible to one or more accounts as defined
2. Email to document mapping
3. DOCUMENT TITLE: map the document title to one of the following email components
   1. Email Subject
   2. Email Body
   3. Email Attachment Name
4. DOCUMENT COMMNETS: map the document title to one of the following email components
   1. Email Subject
   2. Email Body
   3. Email Attachment Name
5. Click ADD RULE to save changes.

Process inbound email

1. To process any unprocessed inbound email, click the EMAIL tab.
2. To edit any unprocessed emails the list, fill in the required details, and click UPDATE to save changes.
3. After the rule is updated, select OPTIONS > PROCESS NOW. 
4. This will begin processing all unprocessed emails.