020-010 MetaServer Import – Import Email
MetaServer’s Import Email feature allows you to watch one or multiple email inboxes and detach, import and process PDF attachments from incoming e-mails. You also have the option to archive the imported mail in a folder or subfolder of your mail-client.
Each import action in a workflow can have a different next action. Consequently, you can process a PDF attachment differently depending on the watched inbox.
Example Case 1:
– A catering company receives incoming invoices through e-mail and on paper by post (snail mail). So, they watch an email inbox dedicated to incoming invoices and scan their physical invoices to a watched folder. MetaServer extracts all relevant data such as supplier name, invoice number, amount, due date etc. and uploads the data in QuickBooks for booking and payment.
Example Case 2:
– Insurance agents scan supporting insurance claim documents with their smartphone and the result is emailed as a PDF attachment to a central inbox to extract critical data and file the documentation in the correct claim folder.
01 Import Email – Adding the Action
To add an Import Email action, select the action after which you want to insert the Import from Email action and press Add -> Import -> Email. The Setup window will automatically open.
You can also open the setup window of an existing Import Email action by double clicking the action or by pressing the setup button on the right side of the action or in the ribbon, as shown below.
In our example, we will make use of the “CB – INVOICES US” workflow. This workflow is automatically installed with CaptureBites MetaServer.
02 Import Email – Setup
TIP: The thumbnail on the right will follow you, so you can easily refer to the Setup window. Click on the thumbnail to make the image larger.
01 – IMAP Server: replace the placeholder CaptureBites IMAP Server settings with your own IMAP Server details. The CaptureBites IMAP server is only meant for demo purposes, don’t forget to change this to your own IMAP server settings for the correct inbox when the workflow is used in production.
Your IMAP Server settings can be found through your email provider or you can find a range of popular IMAP settings here.
1) Name: enter a friendly name for your watched inbox.
2) Address: enter your email provider’s IMAP server address.
3) User name: the user name is the email address of the account holding the watched inbox. When in doubt, contact your IT department.
4) Password: enter your IMAP server password. This is the password you use to log into the watched inbox’s email system. When in doubt, contact your IT department.
5) SSL: SSL (secure socket layer) is a way of encrypting your email data as it travels across the internet. Check with your email provider if they require SSL and enable this option if they do. Gmail, for example, requires SSL.
6) Port: the IMAP Port is most often 993, but there are exceptions. Check with your email provider or, when in doubt, contact your IT department.
02 – Test: press the “Test” button to check your connection to the IMAP server. A pop-up will appear confirming that the connection is successful or not.
03 – File types: press the drop-down arrow to select the type(s) of the attached files. By default, PDF is selected. Support for other file sources is planned for a future release.
04 – PDF passwords: if you want to import password-protected PDFs, enter all possible passwords here. If none of the passwords work when importing a PDF, the document will be moved to the Errors tab.
IMPORTANT: In your export action(s), select “Imported PDF” to export the original version with password. Select “Processed PDF” to export a version without password.
05 – Fit JPG and PNG to page size: enable this option to reduce very large JPG or PNG files to A4 or Letter Size. Image quality is preserved, only the paper size is updated. JPG and PNG images with small dimensions such as receipts or business cards remain untouched.
For example, documents captured with a smart phone in JPG or PNG format often have incorrect, too large page dimensions causing data extraction and viewing problems.
06 – Reject reason: you can overwrite the default reject reason with a custom reject reason. You can, for example, add instructions to what should happen to the rejected document. When an email is rejected, it’s a common use to send the document to an Export to Email action and add the Reject Reason field value to the body of the email, as seen in the example below.
07 – Archive: after e-mails are imported by MetaServer, you can archive them in different ways depending on their status. This can be done for processed, rejected and deleted emails.
Processed status: the email contains one or more valid attachment and were successfully processed
Rejected status: a “Rejected” email is an email without any valid attachments. Rejected emails can be processed with a different set of actions than valid emails.
Deleted status: an email gets a “deleted” status, if all its attachments are deleted during Organize or Validation.
For each of the 3 possible statuses you can define what happens with the original email:
1) Keep them in inbox: keeps the email in the inbox. It is marked as read so it won’t be imported by MetaServer anymore.
2) Delete: deletes the email from your inbox.
3) Move to archive folder: you can move the email to a folder or subfolder in your inbox for archiving purposes. If the folder doesn’t exist yet, it will be created automatically.
TIP: you can copy the current settings and paste them in another setup window of the same type. Do this by pressing the Settings button in the bottom left of the Setup window and by selecting Copy. Then open another setup window of the same type and select Paste.