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Question

Question

Import Agent or Workflow Isolating Domain Name from and Email Address

asked on October 18, 2016

My objective is to interrogate an email's token data to identify the appropriate client for that email. Thought is that I can create a data field using a dynamic linked table to say that an identified domain name from the email address is equal to a specific customer name. Is that something that can be done? If so can you point me to an example that I can use for my purposes?

Thanks!

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Replies

replied on October 18, 2016

If you are using Outlook -> send to Laserfiche and using the associated email metadata you can use Glen's regex on the sender email address.

You can also consider doing the lookup into an existing system of company contacts if you have one available (e.g. CRM system).

If so you may also need to do some filtering in case the email used in the system contains a common ISP address instead of the company's domain (this often occurs for smaller companies).  Using the full email address for the lookup can help bring back a unique result in this case.

You possibly also want to filter your own company domain if you are using the sender address for the lookup in case you get a forwarded email or one sent internally.

 

regards,

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replied on October 18, 2016

So to be clear, what you're asking is if there's some way to take an email address, extract only the domain name and remove the mailbox, and then use that domain name to do something like populate a 'Company' metadata field with the company associated with that domain?

Workflow would be the place to do that. Have Import agent drop the scans into an "Incoming" folder, and have the workflow monitor that folder and do the rest of whatever you need.

Use a regex to extract the domain, and then probably an SQL lookup table with a listing of all the company names and the domains associated with them.

Here's the regex you'd use: \S+@(\S+)

Retrieve Field Values to get the email, Assign Token Values to a new token called 'domain' using that regex, and then use a Query Data to match the domain to a company name and populate a 'company' token.

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replied on October 20, 2016

Thanks for the replies gentlemen! right on target and very helpful.

Let me pursue this just a bit further with some additional details about my thought process.

When sending an email to a client our user will select an email account name along the lines of "laserfice@email.com" when they want to put a copy of that email in LF. When this isn't the case that account isn't cc'd

From the laserfiche@email.com mailbox I want to get that message into a shared folder that I can monitor with Import Agent to import the message into a common folder in the repository. My tech guy hasn't figured out how to get the message into a shared folder either at this point, so any insights in that regard are much appreciated

A workflow - like the one presented in Ian's reply - would interrogate the message, assign the client and other metadata, then move the email to an email folder in that client's folder structure in the repository

That's what I'm trying to accomplish, and while I think I have a handle on some of the things I need to develop, other aspects are beyond my "rookie" experience level. I am working on my first Import Profile and writing my first workflow.

So thanks again for the previous responses, and anything you can add to this message will also be greatly appreciated!

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replied on October 26, 2016

Getting messages from an email inbox to Laserfiche automatically would require the use of either a third party integration (e.g. possibly https://www.laserfiche.com/marketplace/email-manager-by-integrated-cma/ ) or some bespoke code the nature of which would depend on the flavour of your email system.

 

Alternatively you could use the Laserfiche Outlook integration (if you are using Outlook) with default import settings to pull the required metadata from email and periodically manually highlight blocks of the cc'd messages and send them into Laserfiche.

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