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E-mail import configuration

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In SE Incident, it is possible to configure a scheduling to capture e-mails with their respective attachments, that have been sent to a specific account and to create documents from each of them. In the scheduling, the parameterizations regarding the verification of the desired e-mail accounts and, consequently, their import, must be performed. To do that, access the "Configuration E-mail import" menu and click on the button located on the main screen toolbar.

 

On the data screen that will be displayed, enter the ID # and the Name of the scheduling. To enter an ID # more easily, the button next to the field can be used to generate a new sequential number. Fill out also the required fields in the following tabs:

 

 

Note: To successfully create an import scheduling, fill out the required fields in the General and Configuration tabs. After saving the record, the History tab will be enabled.

 

General

Configuration

History

 

Save the record after necessary configurations. See how to test the capture of e-mails from the account configured in the scheduling in the Testing e-mail capture section.

 

The system will request the countersign when saving the record if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).

 

Important comments on e-mail capture

 

After the scheduling execution and e-mail capture, the senders who e-mailed the account will be notified via e-mail with the information of the recorded document. The sender does not necessarily have to be a user who is registered in SE Suite to receive this notification.

 

According to the upload security configurations performed in the Configuration System menu (CM006) of the SE Configuration component, some file extensions may be blocked for upload or only some extensions will be allowed when uploading. For the e-mail import to be performed successfully, the .eml extension must be allowed.

 

E-mail content is then converted to PDF and is available as electronic file of the created document. In case the captured e-mail has attachments in the following formats: TIF, TIFF, PPT, DOC, XLS, RTF, ODT, ODS, JPG, JPEG, ODP, TXT, EML, HTML or HTM, they will be converted to PDF with the e-mail content. In case the user uses CorelDRAW, the AI, OS, EPS, CMX, CDR and VSD formats will also be converted to PDF.

 

The documents generated through e-mail capture can be viewed through View Document. The document data sent in the notification can be entered in the search fields, making its location easier.