Creating filters

Filters can help sort and organize mail, as well as automatically perform actions such as moving mail to a folder, forwarding mail to another e-mail address, or tagging an item.

1. Click the Options tab and then click Filters.
2. Click the + New Filter button.
3. In the Filter Name box, type a name for the filter.
4. In the If xxx of the following conditions are met: field, choose a grouping preference:
   • Any - if any of the conditions are met, apply the action.
   • All - all of the conditions must be met to apply the filter action.
     
5. In the first list, select the field (To, From, Subject, Body, etc.) that contains the information you want filtered.
   
   
6. In the second list, select how you want the filter to match the information you want filtered (matches exactly, does not match, contains, does not contain, etc.).
   
7. In the text box, type the information you want filtered (text from mail subject line or body, specific date, eID, etc.).
   
8. Click the + button to specify additional information, if desired.
   
9. Under the Perform the following actions section, select an action to be performed by the filter (Discard, File into folder, Tag, Mark, etc.).
   

   Note: Mail discarded in this manner will not appear in the Trash folder and will be removed from the e-mail system. There is no recovery from this action. Consider placing mail in a folder for later review and then discarding it at your leisure, rather than discarding it with a filter.

10. Click the + button to specify additional actions, if desired.
    
11. Check the Do not process additional filters option to prevent other filters from being applied to mail that meets this filter.
12. Click OK.

    Notes:

    • Mail filters are processed from the top of the list to the bottom and before the SPAM filters take effect. Plan accordingly and check to see if they are processed in the right sequence.
    • Use contains instead of match exactly. Use does not contains instead of does not match exactly. Matching exactly means just that. In general using contains produces more predictable results.
    • Be careful you don't over filter your mail and get to a point where you prevent mail from being delivered. If you think a filter is faulty or causing problems with mail delivery, simply deselect the Active setting in the filter. This will disable the filter. If needed you can always reactivate the filter later.
    • Filters created in the web client are applied for the e-mail client, Thunderbird, Pegasus, Mac Mail, etc. without having to recreate filters in each environment.