Integrations page

Integrations can be enabled on integration page with Integrations toggle (1).

Note

If this toggle is disabled conection to the remote server will not be possible.

Integration for all mailboxes in the same account can be configured on this page. When user opens this page and has a mailbox all field will be pre-filled (except: “Notify by email”).

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Manage integration (2)

In manage integration block (2) you can customize integration properties:

  1. mailbox for integration

  2. connection protocol

  3. email address

If you have more than one mailbox in this account he can change mailbox for integration in first field selection. In second field selection you should provide connection protocol, depends on this selection will be changed connection details (3) block. In the third field you should provide email address where will be send all notification which related to integrations. Also this email will be use in second default rule.

Connection details (3)

  1. For SFTP protocol all data except password in connection details (3) block is automatically generated. Password is generated after Save button clicked. Credential from this block should be used for connection to the FTP server. Each parameter can be copied by clicking the “Copy” button. New password can be created by Reset button.

  2. For AS2 protocol only Self URL and Self certificate will be generated automatically, the rest of credentials should be filled in manually.

Default rules (4)

  1. Get incoming envelope on the platorm and put a copy to the remote server

  2. Get incoming envelope on the platorm and send notification email

  3. Autoreject incoming envelopes

If incoming documents don’t match with any created conversion rules, default rules will be applied to incoming documents. It can be selected from 3 predefined options. If third rule is selected, reject reason can be specified and all incoming documents will be rejected with this reason.

Conversion rules list (5)

Conversion rule list is empty by default. To create a new rule click the “Add new rule” button, to open rule creation form. All new rules will be shown on this list. User can enable or disable each rules from this list. Existing rules can be updated, cloned and deleted. It is done in a rule properties form which is opened by clicking the rule name. To save changes click the Save (7) button.