Email Import
Back to Settings Wizard
If Email was selected as the input type, the next screen is the Email Settings. These allow you to download attachments from email for processing.
IMAP Connection Settings[edit | edit source]
Server[edit | edit source]
Server path for IMAP email server.
User[edit | edit source]
User Name to connect to IMAP email server.
Password[edit | edit source]
Password to connect to IMAP email server.
Download Email Attachments to Input Folder[edit | edit source]
Downloads all the files in the email attachments into the Input folder. The original filename will be appended to a sequential name.
Save message body to HTML files[edit | edit source]
Save the original formatted message bodies to HTML files in the Input folder.
Convert Message Body to PDF Files[edit | edit source]
Convert the HTML message bodies of imported emails to PDF and save to the Input folder for processing. In the event that the conversion fails, the plain text message body will be saved to PDF in its place, and the original HTML file will be kept.
Save Message Headers and Body to Text Files[edit | edit source]
Creates a text file that corresponds with each message and attachment containing the sender, date, subject, and plain text message body. This data can be used with OCR fields to capture the header data with preset templates.
To capture the header data, create an OCR field and set the Template to one of the following:
- %TO%
- %FROM%
- %RECEIVED%
- %SUBJECT%
- %BODY%
Process Unread Messages Only[edit | edit source]
When check only process the messages marked as Unread on the email server. When unchecked, all Inbox messages will be processed. Processed emails will be marked as Read.
Delete Messages After Successful Import[edit | edit source]
When checked successfully processed email messages will be deleted from the email server after processing.
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