6.5.1.9.2.1. New IMAP Account Window

 
6.5.1.9.2.1. New IMAP Account Window
 
On this window it is possible to set all the necessary settings for the IMAP Input as well as the batch settings for the created batches.
 
1

Active

1. Active
Allows to enable/disable the configuration
 
2

Configuration Name

2. Configuration Name
This will be the  name for the new IMAP hotfolder configuration to be generated.
 
3

Reuse connection configuration

3. Reuse connection configuration
If the connection configuration and user name is the same as an existing configuration, it is not necessary to configure it again, even for OAuth configurations.
You can select the existing configuration in the drop down
4

Credentials

4. Credentials
User and password when basic authentication and just user then OAuth2 selected
 
5

IMAP Server Configuration

 
The IMAP server settings when not using OAuth2 authentication.
 
5. IMAP Server Configuration
 
 
 
6

OAuth2 Options

6. OAuth2 Options
Here you can select the provider for OAuth2, Office365 or Gmail
To obtain the credentials it is necessary to do it from the desktop interface in administrator tab.
 
The Office 365 configuration will use an ChronoScan app registration, it also allows to configure for using an app registration in our own Azure tenant. To create an app registration you can follow this help IMAP Office365 configure OAuth2 using own app registration
7

IMAP Folder

7. IMAP Folder
 
The folder where the messages should be pulled from can be set here. For a sub folder the syntax is "INBOX/FOLDER1/FOLDER2"
 
8

Polling Interval

8. Polling Interval
 
The polling interval can be changed here.
 
 
 
 
 
 
 
9

Maximum Number of Messages

9. Maximum Number of Messages
 
Several messages are included in the same batch. A limit can be set here.
 
10

Base Name for Batches

10. Base Name for Batches
 
The base name for email batches can be set here.
It is useful for separating email batches from hotfolder batches for instance.
 
11

Entity Configuration

11. Entity Configuration
When using Entities, IMAP hotfolder batches can be set to a specific entity from this menu. Together with the IMAP Folder options and built-in filters on the email server, several IMAP hotfolder configurations can be created to accommodate any kind of Entity configuration.
 
12

Email Options

12. Email Options
 
Several useful email options can be set here.
An error notification email can be sent back to the sender if there is an error in the system.
The body of the email can be added as the last page of the batch.
This option can be used to split all files into separate documents.
When selected, if the email from the sender matches the email set to a user the batch owner will be that user.
Check this option to activate email import.
 
 
13

After input actions

13. After input actions
 
If the user needs the emails to be deleted after they are imported successfully the Delete mail after import can be selected.
 
14

Move Imported Messages

14. Move Imported Messages
Imported messages can be moved to a different folder on the server.
To set it just put in the name of the folder.
 
15

Check IMAP Server Connection

15. Check IMAP Server Connection
 
The Check connection button will allow you to test the connection to the IMAP server. It also shows the number of pending emails for the current configuration.
If an error occurs the error message should help troubleshoot the issue.
 
16

Filter

16. Filter
search expression rules defined by the IMAP4 protocol (RFC3501)