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7. Filing Rules

User & Administration Guide — Version 1.1.7.0

Guide summary

Create rules by sender, subject, recipient, domain, or keyword. Each rule sets a destination, content type, retention label, and column defaults.

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7.1 Match conditions

At least one match condition is required. Conditions are OR — any one can fire the rule.

  • When sender contains
  • Or subject contains
  • Or recipient contains
  • Or sender domain contains
  • Or keyword in subject or body

7.2 Destination and defaults

  • Save to a SharePoint or OneDrive library — not a site root.
  • Optional content type — columns below reload from that type.
  • Column defaults apply whenever this rule files a message.
  • Retention label — a Microsoft Purview label already published for the library, or inherit the library default.
  • Rule is active — turn off to pause without deleting.

7.3 Create a rule from a save

After you file a sender to a library, Mailroom can offer a rule such as notifications@chronodat.com filings. Accept it so inbox cleanup and suggestions reuse the same destination.