Location: Configuration E-mail import
Prerequisites:
▪Workflow type
Overview:
Email import consists of capturing e-mails and their attachments that have been sent to a particular account and starting workflows from each of them, as well as executing a process activity and filtering the message entry of e-mail. Through this menu, it is possible to create and configure the scheduling that will perform the verification of the desired e-mail accounts and, therefore, consequently, their import.
Specific Buttons:
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Click on this button to add a new e-mail import scheduling. See further details about this operation in the E-mail import configuration section.
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Click on this button to edit an e-mail import scheduling. Select the desired record before clicking on the button.
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Click on this button to delete an e-mail import scheduling. Select the desired record before clicking on the button.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or to search the parameters that may be used to set up new reports.
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Use the Search filters to find records more easily through specific information (ID # and/or name).
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