Example of a Mailbox Importer Configuration - Mailbox Importer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/Mailbox-Importer/Foundation-23.1/Mailbox-Importer/Configuration/Configuration-Overview/Example-of-a-Mailbox-Importer-Configuration - 2024-08-01

Mailbox Importer
Platform
OnBase
Product
Mailbox Importer
Release
Foundation 23.1
License
Premier
Standard

If you would like to import all attachments from Kevin Smith into OnBase as Document Type Check Image:

  1. You would first configure the email account to which Kevin Smith would be sending the check images. You would make sure this account is active.
  2. Next, a rule is needed that would define which emails are to be imported.
  3. Actions would be applied to this rule. An action would designate that attachments from Kevin Smith should be saved as the Check Image Document Type.
  4. Conditions would be applied to this rule. A condition would indicate that emails with a " From " value of Kevin Smith should be imported.
  5. Assign the rule to the account created in Step 1.