Configure a Microsoft Office 365 importer

The Microsoft Office 365 importer watches a Microsoft Office 365 email inbox and automatically imports email attachments in TIFF or PDF format into Intelligent Capture. Once imported, the documents will travel down the workflow specified during configuration. The importer checks for new email attachments every minute.

Note: You will need to create an app registration in Microsoft Azure prior to configuring this importer. Click here for more information.

  1. In the Username box, enter the username out of Microsoft Azure.
  2. In the Tenant Id box, enter the Directory (tenant) ID out of Microsoft Azure.
  3. In the Client Id box, enter the Application (client) ID out of Microsoft Azure.
  4. In the Client Secret box, enter the Client secret out of Microsoft Azure. 
  5. In the Attachment Filter box, specify what types of attachments to process. This is a comma separated list of simple wildcard matches. For example, *.tif,*.pdf or file*.pdf. If left blank, all attachment types will be processed.
  6. Select Import emails from the Inbox to import all emails from the inbox, or select Import emails for the selected folder to choose a specific folder to import emails from.

  7. Select Delete imported emails to delete emails after they are imported, or select Move imported emails to to choose a specific folder for emails to be moved to after they are imported.

  8. Click Test Connection to ensure that the connection is configured properly.

  9. Click Save.

Email importer metadata

The following information is captured from received emails when using an Office 365 importer. These values can be used in fields where Data field substitution is supported.

Values can also be saved to data fields by adding text type data fields with the metadata name as the name. For example, you may use @FromName as the name with a display name of "User Name".

MetaData Name Value
@FromEmail The email address of the sender.
@FromName The display name of the sender.
@EmailMessageId The email message ID.
@EmailDateTime The email date and time.
@EmailHeader_xxxx The message header. xxxx is the header name that was found on the message.

Note: Headers can vary based on how the email was sent and processed. The most common header is Subject, so you would use @EmailHeader_Subject.