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How Advanced Fax Routing Chooses Which Rule to Use

What happens when an incoming fax matches more than one Advanced Fax Routing rule: how Updox ranks rules from most to least specific, applies only one rule, and why you can't create two rules with the same match.

What happens if a fax matches more than one routing rule?

Updox applies only one rule to each fax. It checks your rules in order from most specific to least specific, and uses the first rule that matches. It stops checking after that, so it never applies two or more rules to the same fax.


How are rules matched?

Rules can match fax numbers in four ways:

Match type

What it checks

Example

Exact

The whole 10-digit number

(212) 340-1338

Exchange

The first 6 digits

(212) 340-xxxx

Area code

The first 3 digits

(212) xxx-xxxx

Any

Any number

—


In what order does Updox check rules?

Updox checks rules in this order and uses the first one that matches:

Order

To number

From number

1 (most specific)

Exact

Exact

2

Exact

Exchange

3

Exact

Area code

4

Exact

Any

5

Any

Exact

6

Any

Exchange

7

Any

Area code

8 (least specific)

Any

Any

Tip: Any rule with an exact To number (orders 1–4) is checked before rules that match any To number (orders 5–8).


Example: which rule wins?

Say you have these three rules:

Rule

To

From

Action

A

Any

(212) xxx-xxxx (area code)

Tag Green

B

(877) 555-3481 (exact)

Any

Tag Red

C

Any

(212) 340-xxxx (exchange)

Tag Blue

A fax comes in from (212) 340-1338 to (877) 555-3481. It matches all three rules:

  • Rule B is order 4: exact To, any From.

  • Rule C is order 6: any To, From exchange.

  • Rule A is order 7: any To, From area code.

Rule B is the most specific match, so the fax is tagged Red. Rules A and C aren't applied.


Can I create two rules with the same match?

No. Updox won't let you create two rules with the same matching criteria. That way, two rules at the same level can never conflict.

Example: You can't have both of these rules:

  • Tag any fax from (212) xxx-xxxx Green

  • Tag any fax from (212) xxx-xxxx Red

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