Make a rule template?

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  • Updated 1 month ago
When I get a new client I set up a folder under archive using the clients surname. All emails regarding this client are stored here. I have set up a rule 
After message has been sent with X found in subject and sent using processaccount make a copy to X folder
Can I keep this as a template so I only need to add the X detail each time I make a new folder?

or alternatively (and preferred but I think I'm pushing it)
send a copy of a sent email if a word in the subject matches the name of an archive folder ???
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Dannielle Hurley

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Posted 2 months ago

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Gary Curtin

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If the Rule works for you then there is no reason not to use the same formula for each new client.

Unfortunately you cannot use regex or a folder name or as a condition of a Rule, so the alternative will not work.
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Dannielle Hurley

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Hi Gary
I was just trying to avoid the time it would take to set this up in retrospect, but if it is unavoidable..... 
Thanks for the reply.
Dannielle
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Dannielle Hurley

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Hi Gary, Hopefully you can help me with this issue, which relates to my previous post. The rule is set to copy sent email to a local folder however it moves the email instead. I have double checked and reapplied the rule multiple times however it still moves the email. Any advice?
Dannielle
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Gary Curtin

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If the Rule looks like this it should work.