For example, you can assign the same smart tag, 'Privileged content' (used to categorize emails subject to client-attorney privilege), to separate outgoing email triggers:
The first trigger activates when it detects an email sent to a specific attorney. For example, in the Recipient 1 trigger, you can set the Included Addresses list setting to include the various email addresses of the relevant attorneys.
The second trigger activates when it detects an email that appears to be subject to client-attorney privilege. For example, in the Document Classifier 1 trigger, you can set the Which Document Classification? setting to a predefined ‘Privileged content’ document classification.
In this way, the recipient-based trigger should detect emails that are subject to client-attorney privilege but which do not match the specified 'Privileged content' classification, while the classification-based trigger should detect emails that are also subject to client-attorney privilege but which are not addressed to one of the listed attorneys.
Copyright © 2014 CA.
All rights reserved.
|
|