By adding senders to the blocked list, documents from these blocked senders can be automatically deleted after receiving the document.
How does the blocked list work?
The blocked list is a list of criteria used to determine whether a document should be automatically deleted.
For example: automatically delete documents from sender info@test.com.
Criteria can be added to the blocked list based on the following fields:
Source
Channel, channel name or channel connection
Sender
Import file name and -extension
Manage blocked list
To manage the blocked list, go to Manage / Company / Automation or Manage / Organisation / Automation and click on ‘Blocked list’.
Under Manage / Company / Automation, an overview is shown of the criteria that apply to the current administration.
Under Manage / Organisation / Automation, an overview is shown of the criteria that apply at environment level. Per record, it can be configured for which administrations it applies.
Add criteria to the blocked list
Click ‘New record’ to create a record for blocking the receipt of documents. Wildcards (*) can be used in the text fields. A wildcard represents any sequence of characters and makes it possible, for example, to match a specific email domain.
For example: *@zenvoices.com matches all values ending with @zenvoices.com.
Add to the blocked list from Upload & process
From ‘Upload & Importing’, you can easily add a sender to the administration’s blocked list by clicking ‘Block sender’ in the overflow menu:
Documents from these senders will then be automatically deleted in the future.
Points of attention
The blocked list does not apply to documents that are manually uploaded or created through splitting or merging.
A maximum of 500 criteria can be created per administration. This limit can be increased upon request via our helpdesk.
A maximum of 250 criteria can be created per environment. This limit can be increased upon request via our helpdesk.
Matching on text fields is case-insensitive.
Automation rules are executed after the blocked list has been applied.
If a document has been automatically deleted based on the blocked list, this is shown in Upload & Importing / Archive / View details.
The blocked list and trusted list are not available in the subscription Basis.