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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 ResumePipe
This process is used ONCE to specify the settings that
ResumePipe needs to know, and saves them to a ResumePipe .RPP file for future
use. Note - you can load the file default.rpp to load default values for
everything here.
- Open your email client and login (e.g. Microsoft Outlook,
Lotus Notes etc). Make sure you are using the correct email profile
- Open ResumePipe (in Start Menu\Programs\ResumePipe)
- On ResumePipe's Login tab, click the Default radio
button.
- On the Folders tab, you need to specify where ResumePipe
will find emails with resumes. 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 resumes are found.
- 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 -
ResumePipe marks every email as 'Read' when it has been processed
- 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
- On the Email Header/Footer tab, you can add your own text
to the top and bottom of each processed email, if required
- On the Attachment tab, select if you want the text from
attachments to be extracted as well. The text from each attachment can have
your own specific text around it. You can also customize the handling of
different attachment types, for example, .zip and Adobe .pdf files must be
handled manually, other attachment types can be ignored
- On the Filter tab, specify the TextPipe Pro filter if
you're going to use it to reformat and cleanse the spurious numbers and
letters from the emails. Otherwise leave it blank
- Save the settings to a .RPP file to be used later.
2. Actual Run
This process is used each time ResumePipe is run. The points
where manual intervention may be required are marked as ***.
- Open your email client and login (e.g. Microsoft Outlook,
Lotus Notes etc). Make sure you are using the correct email profile
- Open ResumePipe (in Start Menu\Programs\ResumePipe)
-
Load the .RPP file from Process 1 (it should
be in the recent files list)
- Click the [Go] button
- *** If the first numbered filename already exists,
ResumePipe 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
- ResumePipe will begin processing emails, extracting each
email's text to a numbered file. For each email with attachments:
- For attachment types to be processed (according
to the Attachment types dialog), ResumePipe uses MS Word to extract text
from the attachment (e.g. .doc, .html, .rtf etc)
- If the attachment is a password protected document,
ResumePipe will skip it and log an error. These files must be manually
processed later
- *** If the attachment is a mail-merge document,
MS Word will insist you give it a 'data source'. If this is the
case, Word will display an 'Open' dialog. Just browse to
ResumePipe's folder in C:\Program Files\ResumePipe\, select
the file dummy mailmerge data.doc and click Ok.
- For attachment types to be ignored, ResumePipe
ignores them (e.g. .exe, .tif, .bmp, .vcf, .gif etc)
- For attachment types to be handled manually,
ResumePipe skips them. ResumePipe's status dialog displays an Exceptions
tab, listing the emails with manual attachments. You can examine these
emails after ResumePipe has finished running. To process these emails
manually, locate the email, open the problem attachments in their
application, and copy any text to the clipboard. In each problem email
and on the exception tab, ResumePipe saves a message about which text
file contains details from this email. Open this text file, and paste
the attachment text into it.
- ResumePipe marks each processed email as 'Read', and moves
it to a new folder if specified
- When all the emails have been processed, ResumePipe will
then run TextPipe, if required
- Save the .RPP file - if you want the First filename
number to be updated to its latest value.
- Run ResTrac to import the details.
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If you just need to save, detach or delete
attachments from your emails, why not try DetachPipe?