You can load attachments of Outlook 365 emails received by one or more specified shared email addresses (for example, [email protected]) into a Document Management Scan Batch ready for indexing. This process applies several levels of security to ensure that the documents imported are safe and relevant.
Import Documents from Email is a report, so it can be scheduled to run automatically.
Processing
Configuration
Security
Importing email attachments
To import email attachments, you must be logged in to COINS using Microsoft Azure Active Directory.
Move the email messages you want to process into the folder designated as the Outlook Folder to Import From. This is a folder immediately below the Inbox that receives the emails.
Go to Document Management > Input > Import Documents from Email.
Select the profile. This is a combination of the email address to process, the company, and the document category. You might have separate profiles for different types of attachment, for example.
Either:
Select an existing batch to import the documents into.
Select Create New Batch and select the Pool.
Click Next.
Coins ERP+ processes the emails in the Outlook Folder to Import From and applies various security checks. If these are successful, Coins ERP+ adds the attachment files to the batch you specified, and moves the emails to the folder designated as the Outlook Folder to Move Imported Messages To. Any errors are logged in the report.