External fax server
Integrate TotalAgility with external fax servers such as RightFax, Kofax Communication Server (KCS) and Biscom so that it can receive documents through Fax after you configure the import connection settings.
Configure the properties of import source and click Save. The properties of POP3 import source are grouped under the following headings:
General
Field | Description |
---|---|
Type | Protocol for the import source. Select External fax server. |
Display name | Name for the import source. |
Active | By default, the import source is active. |
Error Handling | |
Message connector service timeout | Timeout value for message processing.
This value sets the timeout when calling the Message Connector service.
(Default: 1200 seconds (20 minutes). This value is suitable for processing most
messages.)
To avoid timeout for messages with longer processing time, increase the timeout value. Maximum allowed value is 86400 seconds (24 hours.) |
Advanced
Field | Description |
---|---|
Normalize images and create pages | Normalizes the incoming image files to
TIFF and create pages. (Default: Clear)
|
Include complete message as EML file | Imports an EML file same as the original email including attachments. (Default: Clear) |
Include complete message as MSG file | Imports an MSG file same as the original email including attachments. |
Skip import for files of size (bytes) less than | Enter a valid file size. TotalAgility skips the conversion of files with file size less than specified in this field. (Default is 0, which means this field is ignored. |
Extract referenced MSG/EML files |
Allows the import of the nested emails and EML/MSG files along with their attachments. By default, TotalAgility allows the import of the main email and all types of attached emails in EML/MSG format. This is also applicable to the EML and MSG files which are referenced in the XML files. This option is selected when upgrading TotalAgility from a lower version. Extract referenced MSG/EMLoption when Import contentis set to Only bodyis not a valid scenario. |
Fax users to monitor
Field | Description |
---|---|
Fax server type | Select one of the following:
|
Poll cycle in seconds | When should the import connector check for new documents on the mail server. (Default: 5) |
Host | Host name of the fax server. |
User name | User name of the fax server. |
Password | Password of the fax server. |
Test fax server | Verify the connection between the import connector and fax server. |
Operation mode | |
Single/Multi instance |
Select whether the same fax server can be polled by
multiple Message Connectors simultaneously. This is only applicable for
|
Fax users to monitor | |
| Clicking this displays the Add fax users dialog box displays the list of available fax users. |
Load users list | Click this to load all the available fax users. Select the users as needed. |
Add all | Click this to add all the users. |
Add fax user | Specify the fax user name in the text box and click this to add the user. |
Selected items | Selected users appear in this box.
To remove a selected user, click for the user to delete. To remove all the selected users, click Remove all. |
Done |
The selected users appear in the table under Fax users to monitor. |
VRS processing
Field | Description |
---|---|
Scan/VRS profile |
Name of the Scan/VRS profile. |
Apply scan/VRS profile to eDocuments | Applies the selected Scan/VRS profile to the documents. (Default: Clear) |
Notification settings
Send notification emails to the configured email addresses when the document import process is partially successful or failed.
Field | Description |
---|---|
Reject notification recipient list |
The email addresses to which you want to send the notifications. Delimit each email addresses with a semicolon. |
Include complete email message as attachment |
Attaches the original message (in EML format) to the notification mail. (Default: Clear) |
Remove email attachments | When
Include complete email
message as attachment is selected, by default, the original email
is attached to the notification email. To include the original email without
attachments to the notification mail, select
Remove email
attachments. Default: Clear
Remove email attachmentsis selected and if the original email does not contains body, an empty email is generated. |
Message from |
The email address of the sender. |
Send a test notification email |
Verifies whether the recipient list have received the emails by sending a test mail. |
Document archiving
Field | Description |
---|---|
Successfully imported | |
Format |
One or more file formats for saving the successfully imported documents. Supported formats are:
|
Archive folder |
Path of a local folder (such as, C:\Archive) or a network folder to store the successfully imported documents. |
Test archive folder |
Tests whether the archive the folder is configured correctly. |
Subfolder and file prefix |
The name of the subfolder and prefix for the archived
files. You can also add predefined
Fields as
subfolder name and filename prefix. The value of these variables is populated
at the time of saving the archived files. If you do not add the
|
Partially imported | |
Format | One or more file formats for saving the
partially imported documents. Supported formats are:
|
Archive folder |
Path of a local folder (such as, C:\Archive) or a network folder to store the partially imported documents. |
Test archive folder | Tests whether the archive the folder is configured correctly. |
Subfolder and file prefix |
The name of the subfolder and prefix for the archived
files. You can also add predefined
Fields as
subfolder name and filename prefix. The value of these variables is populated
at the time of saving the archived files. If you do not add the
|
Rejected/Failed | |
Format | One or more file formats for saving the
rejected/failed imported documents. Supported formats are:
|
Archive folder |
Path of a local folder (such as, C:\Archive) or a network folder to store the failed/rejected documents. |
Test archive folder | Tests whether the archive the folder is configured correctly. |
Subfolder and file prefix |
The name of the subfolder and prefix for the archived
files. You can also add predefined
Fields as
subfolder name and filename prefix. The value of these variables is populated
at the time of saving the archived files. If you do not add the
|
Associated actions
On the Job type list, select one of the following job types to associate an action with the external fax server so that a job can be created at runtime.
Create new job(Default) |
|
Create new case |
|
Create job in case |
|