Configuring EWS as an input source

To create an EWS input source configuration for use with ReadSoft Collector:

Open the ReadSoft Collector General settings dialog.

Select the Input tab, and then click .

In the dialog that is displayed, select EWS in the Type drop-down list.

In the Display name box, type a name that helps you remember what the input source configuration is used for. When the input source configuration is complete, what you enter here is displayed in the Display name column of the Input dialog.

Add any additional relevant information in the Description box, and click Next.

In the Email address box, specify the email address of the account that will use the input source.

In the User and Password fields, specify the name of the account and the corresponding password that will be used to access the mail server.

Enter the name of the domain where the exchange web server resides in the Domain box. This should not be specified when using Office 365.

Click the Find URL button to obtain the URL address for the Exchange web server based on the information provided above. The Exchange Autodiscover service is used to find the correct URL. Click Connect to make sure it works. This can also be entered manually.

Optional: if you want to use the credentials for the email account specified in this input source to access a different mailbox, select Use impersonation, select the Id type, and specify the corresponding Id.

You can use the Start folder box to filter which folders are displayed in the dialogs during this configuration only). If a lot of folders are accessible from your email account, and you use * only, for example, it may take a considerable amount of time to display the next configuration dialog since the program looks for all folders that are accessible from the account specified (including all public/global folders that may be available). It goes much faster if you use a filter to limit the number of folders that need to be displayed. Consider the following suggestions:

In connection with specific paths, forward slashes (/) should be used (Inbox/Collector, for example).
Note: Some mail servers use a different delimiter (backward slash(\), for example). You will need to test this to find out which delimiter applies.
Using an asterisk (*) is recommended in connection with folder names:
- Specifying Inbox/* would only display all sub-folders to the Inbox root folder for the specified account (eliminating the need to browse through all public/global folders that may be accessible from this account).
- Specifying Inbox/Collector/* would narrow the search even more to only those folders (and their sub-folders) under the Collector folder that is under Inbox.

Note: Using the /* characters at the end ensures that any additional sub-folders to sub-folders are also displayed.

Click Next when you are satisfied with what has been specified.

The folders that already exist for the user account specified are displayed. Select the folder where you want ReadSoft Collector to get the source files. Click Next.

Tips!

Click an item in the folder list to access any potential sub-folders (a + sign is added to the list entry if sub-folders are present).
Click the plus sign (+) next to a folder in the list to display sub-folders.
You can create new folders by right-clicking a folder in the list and selecting Create folder.

Specify the folder where files are worked on internally for safer processing. Click Next.

Specify the destination folder where you want to put processed emails. See tips above. Click Next.

Specify the folder where you want to put emails that contain errors after processing. Click Next.

Click Finish.

Notes:

A Kofax ReadSoft Invoices Interpret job that is configured to process email using ReadSoft Collector can handle both image and XML-based invoices that are included as attachments but not in the same email. That is, you can have emails with XML attachments, or you can have emails with image file attachments, but you cannot have both XML and image files in the same email.