Email To DMS

Mail server type

From the drop-down menu, select the server type: system default, POP3 or IMAP.

Selecting the option Use system settings will apply the settings from the Administration panel.

Mailbox

From the drop-down menu, select the mailbox that you want to use.

When Mailbox is selected, then information about received emails will be saved into tMN_MailboxLog table. You can review the log in the Administration Panel | Settings | Documentation | Mailboxes.
If Mailbox is not selected (left empty), then log information will not be saved.

HINT We suggest adding an independent mailbox for each email server.

Name

Enter server name.

Port (u)

Enter port number (if different than default, 110).

Timeout (sec) (u)

Enter the time after which the program will stop trying to connect if there are problems connecting to the server.

User Name (u)

Select username from a dropdown menu. If login is not selected then login for mailbox will be used (if mailbox is selected).

Use TLS/SSL (u)

Select whether to use Transport Layer Security (TLS)/Secure Sockets Layer (SSL) protocol (Yes by default).

Use SASL (u)

Select whether to use Simple Authentication and Security Layer (SASL) protocol.

Inbox (u)
(IMAP only)

Enter the Inbox name.

Force TLS 1.2

Enable the checkbox to force TLS 1.2 protocol (more secure).

Leave messages on server
(POP3 only)

Enable the checkbox if you want to leave the messages on the server after receiving them to your email client.

Test

Use the Test button to check connection to the email server.

Title

Enter the title for the data which will be received from Email to DMS.

Subject

You can select a subject from your database from the drop-down menu. It can be left empty.

Link document

Any existing PANTHEON document key – the DMS document will be linked to another document.

DMS Archive

From the drop-down menu, select the DMS Archive where you want to store received emails.

Classification

From the drop-down menu, select the desired classification scheme (if needed).