With an email rule, you decide what SpinOffice does automatically with the email from one sender. For example: finish newsletters straight away, put email from a supplier in a colleague's Inbox, or delete advertising right away.
Setting up an email rule
- In the Inbox, open an email from the sender.
- In the contact widget, right-click the email address and choose Email rule.
- Click Set up an email rule, or + if there are already rules.
- Under Apply the following rule, choose what should happen (see below). Fill in the number of days or the colleague if needed.
- Leave Active ticked.
- Choose whether the rule also applies to emails you already have, with Apply the rule to all past items. Read the warning below first.
- Click Save.
A rule applies to one email address. Want the same for more addresses? Then set up a rule for each address. You can put several rules on one address.
Can't choose Email rule? Then you need the Manage email rules right. Ask your administrator to turn it on.
Which rules are there?
| Rule | What happens |
|---|---|
| Mark email as orange | The email gets an orange mark, so it stands out. |
| Mark email as private | The email is made private straight away. |
| Link email to another user | The email goes to the Inbox of the colleague you choose under To whom. |
| Delete email after [x] days | The email goes to the Trash after the number of days you choose. |
| Delete email immediately | The email goes to the Trash right away. |
| Mark email as SPAM | The email is marked as spam. |
| Finish email automatically after [x] days | The email disappears from your Inbox after the number of days you choose, but stays in the contact's archive. |
| Finish email immediately | The email doesn't appear in your Inbox, but it is in the contact's archive. |
Tip: finishing is usually better than deleting. Your Inbox stays empty, and you can still find the email later in the archive.
Be careful with past emails
The Apply the rule to all past items checkbox is ticked by default. If you choose a delete rule, all earlier emails from that address go to the Trash as well. Only want to handle new email? Then untick the box before you save.
Viewing, turning off or deleting rules
You see the rules per email address. Right-click the address and choose Email rule. For each rule you see who created it and when.
- Turn off temporarily: click the switch under Active.
- Edit: click the pencil.
- Delete: click the trash can.
Tip: suddenly no longer getting email from someone in your Inbox? Then first check whether there's an email rule on that address.
Read also: The Inbox
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