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- Drag the Import Node from the Nodes Pane to the Design Canvas.
- In the Import Node Settings dialog that appears, enter a unique name and enter a description. For easier maintenance, use a Node’s Description field to include details about its purpose in a Workflow, in case you need to modify it later.
- The Data Validation checkbox is enabled by default to enforce Data Type or Length settings for Fields. When it is unchecked, the batch will error in the Batch Manager, but the Node will still extract data and populate a Field, even if it is of invalid Data Type or Length. Errors will stack for every Field for which there is a data-settings mismatch. For more information, see the Data Validation page.
- Specify how often the Workflow will check for new files by entering days, hours, and/or minutes in the Frequency group.
Time will begin as soon as the Workflow is saved and published. - To create thumbnails of document pages, enable Generate Thumbnails for Improved Validation. Enabled by default, this creates thumbnails of the document pages at time of capture that you can use to view and edit documents. Thumbnails can be generated on demand during the validation process. This process is quick, but in high-volume situations a noticeable processing delay might occur. If the Thumbnails have already been generated at time of capture, it is much faster for the server to simply relay the resulting images. If your workflow process doesn't involve validation, or validation is only performed in error conditions, disabling this option can improve performance.
- Optionally, to convert document at import, in the Convert Formats to PDF group, select a file format:
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- Enter the host server address and the port number. If you are using Exchange the format is like this: https://[yourserver]/ews/exchange.asmx
- Example: https://outlook.office365.com/ews/exchange.asmx (We do not support imports from shared mail boxes.)
- Secure Sockets Layers (SSL) encryption may be required by your server, depending upon your installation. To use it, in the Security Mode group, click Use SSL and then select None (the default), Implicit (passive security), or Explicit (active security) as your SSL type.
- Enter the account name and password of the mailbox to import email messages from.
- To remove emails after they are imported, enable Delete Emails on Import. (The setting is on by default. This boxed is checked to prevent duplicate imports.)
- To bring in each file with a unique Batch ID number, enable Single File per Batch.
- Click Test when you want to test the connection to the email server.
- To set whether and how email messages and attached documents are imported, in the Documents group, select one of the following:
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