Intake Rules allow Kno2 admins to assign messages in My Intake to their users, based on the Direct address or fax number the message was sent to or from. Kno2 admins can also set Triage Rules here to assign uploaded batches of documents to specific users.
Users who are not Kno2 admins will not receive email notifications about new faxes or Direct messages and will not be able to view/process messages that are not assigned to them - so it's important to make sure users are included on an Intake Rule as appropriate.
Adding a New Message Rule
Navigate to Settings > Intake Rules.
Give the Rule a name relevant to the type of messages it governs, eg Faxes.
Select the Rule Type radio button "Kno2 Message" to create a rule for incoming Direct messages or Faxes.
Leave the External "From" Address or Fax Number field blank, unless you wish to create a rule that only applies to messages from a certain sender. See more here regarding proper formatting of "From" numbers.
Click inside the Assign To field to grant specific users permission to receive notifications and view messages, or click Add All to grant all users permission to receive notifications and view messages.
Click on the blue disk icon to save.
Example of Creating a Message Rule.
Editing an Existing Intake Rule
Everyone starts with a rule called To Records (Sample) in the right pane, which assigns all messages sent to the default Kno2 Direct address to the Kno2 admin. You can edit this rule or other existing rules as needed.
Navigate to Settings > Intake Rules.
Locate Message Rules on the right side of the screen, click on To Records (sample) or the Rule you wish to edit, and select Edit.
The Rule will populate in the center pane.
You can change the name if desired.
Leave the External "From" Address or Fax Number field blank, unless you wish to have the rule only apply to messages from a certain sender. See more here regarding proper formatting of "From" numbers.
Click inside the Assign To field to grant specific users permission to receive notifications and view messages, or click Add All to grant all users permission to receive notifications and view messages.
When you're satisfied with changes you've made, click the blue disk icon to save.
Example of Editing an existing Message Rule.