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The Email Inbox
A Storage Mount connects the inbox, and a Connector brings every new invoice into the workspace you choose. PaperOffice only fetches unread emails, and the emails stay in the mailbox.
What you will learn
- Create a Storage Mount as an import source and test the connection
- Set up a Connector with source, target workspace and check interval
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The principle: Storage Mount and Connector
Every connection starts under Document AI, Storage Mounts. A Storage Mount is the access to a source, such as an inbox, a folder on a server, or cloud storage. When creating, you first select the purpose. As an import source, PaperOffice retrieves files. As your own storage, PaperOffice stores your documents there. This choice cannot be changed later.
The Email Inbox
Let’s start with the mailbox to which your suppliers send their invoices. We select Email as the connection type. Then the login credentials for the mailbox: server, user name and password. The encrypted connection is already enabled, and the inbox is being read. With Test Connection, PaperOffice immediately checks whether everything is correct, and only in read-only mode. Nothing changes in the mailbox during this process. The connector turns this into a workflow. It monitors the source and saves every new document to the workspace you specify. Now for the Connector. It gets a name, the source is our mailbox, and as the destination we select the Workspace Inbox. Under Action, you specify how often the mailbox is checked, at most every five minutes. PaperOffice retrieves only unread emails and marks them as read afterward. The emails themselves remain in the mailbox. With Start scan, we retrieve the invoices immediately instead of waiting for the next check. And here they are: three invoices, straight from your inbox. The AI-DMS processing will read them right away.
