Email settings tab (Source Bulk Configuration)

Use this tab to simultaneously create multiple email sources.

Documents received by the specified email accounts will be routed to Output Manager.

Click in a cell to configure the value for a setting in a source.

  • Name — Specifies the name of the source.
  • Protocol — Specifies the protocol to use between the Output Manager server and the email server. The possible values are POP3, IMAP4, EWS, and Office 365 App.
    The following fields are enabled or disabled depending on the selected protocol.
  • Email Server — Specifies the mail exchange server. You can click the Browse button to display the Mail Server Search dialog box and search for one on a given domain.
  • Port — Specifies the port number for the selected protocol. The following table lists common port assignments for the protocols that Output Manager supports:

    Protocol Port
    POP3 110
    POP3 (SSL enabled) 995
    IMAP4 143
    IMAP4 (SSL enabled) 993

    The port number for your environment may vary. Refer to an email server administrator for more information.

  • Use SSL — Select to use SSL (Secure Sockets Layer) to encrypt the connection between the email server and Output Manager.
  • Use EWS AutoDiscovery — Select the option to use to discover and connect to the Exchange server when Exchange Web Services is selected for Protocol.
  • EWS AutoDiscover via email address — Specify an email address when Exchange Web Services is selected for Protocol
  • EWS Service URI — Specify the service URI (such as mail.domain.com) when Exchange Web Services is selected for Protocol.
  • Tenant Id — Specifies the tenant id that the registered application is assigned to if Office 365 App protocol is selected.
  • App Id — Specifies the application id of the registered application to use if Office 365 App protocol is selected.
  • App Secret — Specifies the secret that was created for use with the registered application if Office 365 App protocol is selected.
  • Mailbox — Specifies the user name that will be used when logging in to the email account if Office 365 App protocol is selected.
  • User Name — Specifies the user name that will be used when logging in to the email account when the protocol is not Office 365 App. If the email account does not require a user name, you can leave this box blank.
  • Password — Specifies the user password that will be used when logging in to the email account. If the email account does not require a password, you can leave this blank.
  • Interval (sec) — Specifies the time interval for checking the email account for documents. The default value is 60 seconds.
  • Delete Messages — Deletes the email messages and their attachments from the email server once they have been received into Output Manager. This option is selected by default.

Specify email components that you want to include in a separate components document that users can print:

  • Include From In Secondary Document — Includes the email From value.
  • Include To In Secondary Document — Includes the email To value.
  • Include CC In Secondary Document — Includes the email CC value.
  • Include BCC In Secondary Document — Includes the email BCC value.
  • Include Subject In Secondary Document — Includes the email Subject value.
  • Include Body In Secondary Document — Includes the email Body content. Depending on email format, the body can be in text or HTML format.
  • Include Body Images In Secondary Document — Includes the images within the body.
    This field is enabled only when Body is selected.
  • Spool body images separately In Secondary Document —  If the email is sent to a file, select Spool body images separately In Secondary Document and output them to the same folder in order for the image references to work properly. If the email will be transformed to a different format, selecting Spool body images separately In Secondary Document is not needed.
    This field is enabled only when Include Body In Secondary Document and Include Body Images In Secondary Document options are selected.
  • Include Body as MHTML In Secondary Document — If you select Include Body as MHTML In Secondary Document option, the images are included in the .mhtml file.
    This field is enabled only when Exchange Web Services or Office365 protocols are selected.

When Output Manager receives an email, Output Manager resolves its attachments into documents and creates the components document. Output Manager then creates a single package that contains all the documents from the email, the attachments, and the components document.