WEBVTT

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In this tutorial, we set up a profile that
automatically saves email attachments. Automatic Email
Processor monitors a mailbox and files the attachments
of new messages in a structured way.

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First, we give the profile a meaningful name.

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On the Monitored folders page, you define which
accounts and mailbox folders are watched. In our
example, the inbox of the demo account is selected -
you can combine any number of accounts and folders.

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The message filter determines which emails are
processed. Our profile only reacts to messages whose
subject contains the word invoice and that have
attachments. Without a filter, all new messages are
processed.

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Now we add a task. Clicking Add shows all available
tasks, from printing and forwarding to saving to a
database. We choose Save Attachments.

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The new task appears in the task list on the left; its
settings are shown on the right.

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For the target directory, we first type the fixed part
of the path - our storage folder.

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Placeholders take care of the rest - and you do not
need to memorize them: the Insert placeholder button
lets you pick them from a list. For the sender's name,
we open Sender, then Name, and choose Complete.

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The placeholder is inserted directly into the field. In
the same way, we add the year of the receipt date as a
subfolder - found under Receipt date, Year.

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This way, each sender automatically gets its own folder
per year.

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The preview immediately shows where an attachment would
be saved: the target path is built directly from the
email's data. By the way, the file name can be left
empty - then each attachment keeps its original name.

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On the Attachment filter tab, you can control which
attachments are saved - by file name, file extension,
file size, or even image dimensions. We restrict the
task to PDF files.

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That completes the profile. After saving, Automatic
Email Processor files the attachments of all matching
emails fully automatically - around the clock in the
background, if you wish. You can find more information
on our website.