Is there a way (without a 3rd party software) to import emails into a Laserfiche workflow/tasklist from a monitored email address such as invoices@abccorp.com?
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monitor email address
asked on April 19, 2017
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replied on April 20, 2017
Hi Dina,
You could configure this, but it won't be as direct as you are hoping. Here's a three step outline:
- You would need to configure an automated export of the incoming emails to a folder on your network. https://www.encryptomatic.com/messageexport/help/outlook-export-timer.html
- Once this is configured, you could create an Import Agent profile to watch the folder for documents and pull them into a Laserfiche folder.
- Then you can configure workflow to run on documents that are pulled in by import agent.
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replied on April 20, 2017
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I just realized that the link I provided are instructions for a third party software. I thought there was a way to automate email export with outlook alone, but apparently not. I don't think there is a way to accomplish this process without some form of third party software involved.
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replied on April 21, 2017
Good Day Dina Blair
There is a product called Scanner Vision. This will monitor an email address and safe attachments to a folder where Import Agent can pick it up
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replied on April 21, 2017
While it is a 3rd party software, the best solution that I have seen is Email Manager by ZynBit.
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