Importers

Importers watch for documents and automatically import them into Intelligent Capture. The documents are routed down the workflow that is selected during the importer configuration. Intelligent Capture importers check for new documents every minute.

Any user that is assigned to a role with the Manage Importers permission can add, edit, and delete importers.

Add a new importer

Duplicate an importer

View or edit importer properties

Delete an importer

Add a new importer

1. On the Navigation Menu, click Settings, then click Importers.

2. Click New..., then select the type of importer you want to add from the drop-down menu.

   

   The following importer types are available:

   • Fax Importer: Watches a CloudFAX account and automatically imports faxes into Intelligent Capture.
   • IMap Importer: Watches an email inbox accessed with an IMap protocol and automatically imports email attachments in TIFF or PDF format into Intelligent Capture.
   • POP3 Importer: Watches an email inbox accessed with a POP3 protocol and automatically imports email attachments in TIFF or PDF format into Intelligent Capture.
   • Microsoft 365 Importer: Watches an Office 365 email inbox and automatically imports email attachments in TIFF or PDF format into Intelligent Capture.
3. In the Name box, enter a name for the importer.
4. Select the workflow that imported documents will be sent down from the Submit to Workflow drop-down menu.
5. Ensure the Enabled check box is selected.
6. Configure importer properties. See Configure a Fax Importer and Configure an IMap or POP3 Importer for more information.
7. Click Save.

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Duplicate an importer

You may have an importer that is already configured very similarly to a new importer you want to create. Instead of configuring a new importer from scratch, you can save time by duplicating the existing importer and making modifications to the importer properties.

1. Click the three dots next to the importer you want to duplicate, then select Duplicate from the drop-down menu.

   

2. Update the Name for the new importer
3. Update the workflow that imported documents will be sent down from the Submit to Workflow drop-down menu if needed.
4. Make any necessary modifications to importer properties, then click Save.

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View or edit importer properties

In Importer Properties, you can edit the configuration of the importer.

1. Click the three dots next to the importer you want to view properties for, then select Properties from the drop-down menu. Or, click the name of the importer you want to view properties for.

   

2. Modify importer properties as needed, then click Save. See Configure a Fax Importer and Configure an IMap or POP3 Importer for more information about importer properties.

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Delete an importer

1. Click the three dots next to the importer you want to delete, then select Delete from the drop-down menu. Or, select the check box next to one or multiple importers, then click Delete.

   

2. Click Delete to confirm the deletion.

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