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E-mail import

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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:

Add

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.

Change / Edit

Click on this button to edit an e-mail import scheduling. Select the desired record before clicking on the button.

Click on this button to delete an e-mail import scheduling. Select the desired record before clicking on the button.

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.

 

Use the Search filters to find records more easily through specific information (ID # and/or name).