Mailbox for ePosting

Mailboxes in PANTHEON specify the way how documents are sent or received from PANTHEON.

The Mailbox for ePosting can be downloaded from the Web Service or added manually. When a mailbox is created, the user has to set data for login.

Below is an example of how to transfer the Mailbox and create a new login.

CASE SUMMARY The person responsible wants to transfer the ePosting Mailbox using the Web Service and set it up for use. This is done as follows: Opening the Mailboxes menu Transferring the Mailbox using the Web Service Creating a new login for ePosting Mailbox Selecting the created login in the Mailbox

1. Opening the Mailboxes menu

The person responsible wants to transfer the ePosting Mailbox to PANTHEON.

To do this, the person responsible opens the menu Settings | Program | Administration Panel.

In the left menu, the person responsible opens the panel Settings | Documentation and navigates to the Mailboxes panel. The form for managing mailboxes opens.

Now, the person responsible can transfer the Mailbox.

2. Transferring the Mailbox using the Web Service

In the toolbar, the person responsible clicks the (Import/Export data) button and selects the Transfer registers option from the drop-down menu.

The Transfer registers – Mailboxes window opens.

The person responsible clicks the Transfer from server button and the mailboxes are transferred to lines.

Then, the person responsible selects, i.e. marks, the desired mailbox, in this case ePosting and imports it by clicking the bottom right Transfer into register button, as shown in the image below.

HINT If the mailbox already exists, this only updates its data.

3. Creating a new login for ePosting Mailbox

When the mailbox in transferred into the program, the person responsible needs to create a new login for ePosting, this means that a kind of user account or profile is created, which will be used to access the Mailbox.

Double-clicking the Login field opens a window for creating a new login.

• For the new login, the person responsible enters a desired username in the Logins form.
• Then, the person responsible enters the password received by email upon the activation of the ePosting service in the Password and Confirm password fields.
• The person responsible confirms the new login for ePosting by clicking the (Post edit) button, as shown in the image under point 3 below.

Next, the person responsible selects the created login in the Mailbox.

4. Selecting the created login in the Mailbox

Now, the person responsible selects the previously created login in the Mailbox.

In the Login field, the person responsible selects the username, in this case: ePosting.

The settings are confirmed by clicking the (Post edit) button.

WARNING The mailbox must be created before the eWorkflows are transferred from the server, otherwise you will need to reselect the mailbox in the eWorkflow settings.