A typical Architects filing system is structured around project or job numbers and may look something like this –
If you want to file emails based on project numbers you can create a rule as follows –
If you like you can also use the ‘Add subfolder path’ option if you want emails to be located within a subfolder of the matched folder
Note –
To create a pattern enter ‘0’ for each digit you want to match ie 4 digits would be 0000 OR 5 digits would be 00000
To match a character or string of characters replace the character for ‘a’ eg. A pattern rule of 0000a would match 1234g or 1567d but not 1054bb
To match something explicitly in a file name use [ ] to specify the exact requirement. eg. A pattern rule of 0000[n]a would match 1000no and 1200nc but not 1000n or 1000an or 1000bb
Need help? We offer a free 15 minute web conference to any new customer to establish how FileChimp is best configured to suit your network structure. If you wish, we can share a screen and discuss your current filing strategy to identify the best configuration for your company. Download a trial today and get in touch to discuss your requirements in more detail.
