Welcome > Integration > Import settings > Configure the import connection settings

Configure the import connection settings

When you configure the import connector for email, you can create a document directly using the email body. The mime type of the resulting document is determined by the email format (text, RTF, HTML).

  • If the email body is formatted as text:
    1. You can perform classification or extraction on the document.
    2. After performing Image Processing on the document, you can view the document in any of the Capture Client activities.
  • If the email body is formatted as RTF, provide customization to convert the RTF document to a supported format before submitting to a Capture activity.
  • If the email body is formatted as HTML, after performing Image Processing on the document, you can perform classification or extraction on the document or view the document in any of the Capture Client activities.

  1. Navigate to Integration > Import settings.

    The Import settings page appears.

  2. Click New.

    The New import connection dialog box is displayed.

  3. Enter a Name for the import connection.
  4. Optional. Enter a Description for the import connection.
  5. By default, the import connection is Active.
  6. Enter the Message connector URL for the new import connection.
  7. Enter the Process password and Administrator password to login.
  8. Select Enable SMTP server. See Configure the SMTP settings.
  9. Select Enable FoIP server. See Configure the FoIP settings.
  10. To add an import source, click for Import sources.

    The New import source dialog box is displayed.

  11. On the Type list, select an import source, such as SMTP and configure the settings. (Default: POP3).

    Available import sources are

  12. Save the import source settings.

    The import source setting name appears under the Import Sources table in the New import connection dialog box.

    You can edit or delete the import source.

  13. Click Save.

    The import connection appears on the Import settings page.

Maintain import connection

You can modify and delete an import connection.

  1. Navigate to Integration > Import settings.

    The Import settings page displays the list of import connections.

  2. To modify an import connection, perform the following steps:
    1. Click the import connection to modify.

      The Update import connection dialog box is displayed.

    2. Make changes as needed.
    3. Click Save.
  3. To delete an import connection, on the context menu for the import connection to delete, click Delete.

    On confirmation, the selected import connection is deleted.