EmailPipe Business Workflow

The following workflow is used by our customers to handle their emails. By following it, you will save having to create a workflow for yourself, as well as understand the various points in the process where intervention might be required by you.

1. Configure EmailPipe

This process is used ONCE to specify the settings that EmailPipe needs to know, and saves them to an EmailPipe .EPP file for future use. Note - you can load the file default.epp to load default values for everything here.

1. Open your email client and login (e.g. Microsoft Outlook, Lotus Notes etc). Make sure you are using the correct email profile
2. Open EmailPipe (in Start Menu\Programs\EmailPipe)
3. On EmailPipe's Login tab, click the Default radio button.
4. On the Folders tab, you need to specify where EmailPipe will find emails with emails. If they are found in the Default Inbox then click on the Default Inbox radio button). If not, click within the Folder field to select the email folder where emails with emails are found.
5. If you want processed emails to be moved to a new folder, click within the Move emails to folder field, and select the email folder where processed emails should be moved. If not, select the Do nothing - leave processed emails where they are radio button. Note - EmailPipe marks every email as 'Read' when it has been processed
6. On the Output Files tab, select the file folder where you want the output text files placed. This folder must exist, so create it first if necessary. If you want the first file to have a specific number or be named in a specific way, enter it here. If you need the emails to be processed with a particular sorted order, select the sort order
7. Save the settings to a .epp file to be used later.

2. Actual Run

This process is used each time EmailPipe is run. The points where manual intervention may be required are marked as ***. See also Avoiding Exceptions.

1. Open your email client and login (e.g. Microsoft Outlook, Lotus Notes etc). Make sure you are using the correct email profile
2. Open EmailPipe (in Start Menu\Programs\EmailPipe)

3. Load the .epp file from Process 1 (it should be in the recent files list)

4. Click the [Go] button
5. *** If the first numbered filename already exists, EmailPipe will prompt you to see if you want to overwrite it. If not, go back to the Output Files tab and change the First filename number
6. EmailPipe will begin processing emails, extracting each emails text to a numbered file.
7. EmailPipe marks each processed email as 'Read', and moves it to a new folder if specified
8. Save the .epp file - if you want the First filename number to be updated to its latest value.

See also

Features
New features in this release
More Reviews (online)

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