Each customers who want to turn on integration can do that on integration page. On this page customer can turned integration for all mailboxes in same account one by one. When customer open this page and he has mailbox all field will be pre-filled(except: “Notify by email”)
In manage integration block (2) customer can customize integration properties:
mailbox for integration
If customer has more than one mailbox in this account he can change mailbox for integration in first field selection. In second field selection customer will provide connection protocol, depends on this selection will be changed connection details(3) block. In the third field customer can provide email address where will be send all notification which related to integrations. Also this email will be use in second default rule.
Data in connection details (3) block automatically generated according to connection protocol, credential from this block should be use for connect to ftp server. Customer can copy each this parameters by click on copy button. Customer can’t change any parameters except password. For change password customer should click on reset button, after that we will generate new password.
Get incoming envelope on the Website and put the copy to the FTP
Get incoming envelope on the Website and send notification email
Autoreject incoming envelopes
If incoming documents doesn’t fit to any conversion rules or customer doesn’t create any rules to documents will be apply one of the default rules. Customer can select only one of three default rules. When customer select 3 rule he can provide reject reason and all incoming document will be rejected with this reason.
Conversion rules list(5)¶
By default conversion rule list is empty. For create new rule need click on “Add new rule” button, after that we redirect customer to create conversion rule. All new rules will be shown on this list. User can turn on/turn off each rules from this list. Each existed conversion rules can be updated, deleted or cloned, for that customer should open this rule by click on rule name.
When customer finish setting integration and he want to turn on integration he should move toggle (1) to the right position and click on Save(7) button.