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Manage user mail accounts

In the user acounts view, are shown the mail user accounts. These mail accounts are used by application to periodically import mail to application repository.

To manage user mail account, from Users view click on Email account icon.

Mail account hicheracy

  • Mail account
    • Filter
      • Rules

Mail accounts are shown in a table structure.

Mail protocol Mail host Mail user Mail folder Active

Mail account parameters:

Field Description Required
Mail protocol The protocol used to connect to the mail server.
Available options:
- IMAP
- IMAPS
- POP3
- POP3S
true
Mail host The mail server host. true
Mail user The user name to access the mail account. true
Mail password The password to access the mail account. true
Mail folder The IMAP folder.
Only applicable when mail protocol value is IMAP or IMAPS. In case of POP3 you can leave empty otherwise need to be set to INBOX.
false
Mail mark seen Sets to mail server the seen status.
Available options:
- Keep ( keep as is ).
- Yes ( mark as seen )
- No ( mark as not seen ).
true
Mail mark deleted Set mail to be deleted.
When checked the mail will be marked to be deleted from the mail server.
true
Active Sets mail account enabled or not. true
Actions Available actions:
-  Edits a mail account.
-  Deletes a mail account.
-  Sets mail account configuration filters.
-  Browsers emails in the mail server.
  • At the  top right click on the Create new account icon.
  • Fill in all the fields.
  • Click on the Create button.
  • Click on the Edit mail account icon.
  • Modify the fields.
  • Click on the Edit button.
  • Click on the Delete mail account icon.
  • Click on the Delete button.
  • Click on the  Server list icon.

In the mail account configuration, rules can be set to automatically store mails on different application folders.

Mail accounts filter are shown in a table structure.

Folder Grouping Active

Mail account filter parameters:

Field Description Required
Folder Sets the destination folder. true.
Grouping Sets automatic catalog by year/month/day enabled.
To prevent having too many mails in the same folder, we recommend enabling mail grouping.
The folders year/month/years are automatically created by application.
false.
Active Sets filter enabled or not. true.
Actions Available actions:
- Edit a filter.
-  Delete a filter.
- Show rules.

At least a filter sets a destination folder it also can have additional rules.

Mail accounts rules are shown in a table structure.

Field Operation Value Active

Mail account rule parameters:

Field Description Required
Field Sets the mail field that will be evaluated by the rule.
Available options are:
- From
- To
- Subject
- Content
true.
Operation Set the operation that will be done for the evalution process.
Available options are:
- Contains
- Equal
true.
Value Sets the value that will be used for evaluation process. true.
Active Sets rule enabled or not. true.
  • Click on the Show filters icon.
  • On top right click on New filter icon.
  • Fill in all the fields.
  • Click on the Create button.
  • Click on the Show filters icon.
  • On top right click on Edit filter icon.
  • Modify the fields fields.
  • Click on the Edit button.
  • Click on the Show filters icon.
  • On top right click on Delete filter icon.
  • Click on the Delete button.
  • Click on the Show filters icon.
  • Click on the Show rules icon.
  • On top right click on New rule icon.
  • Fill in the fields.
  • Click on the Create button.
  • Click on the Show filters icon.
  • Click on the Show rules icon.
  • On top right click on  Edit rule icon.
  • Modify the fields.
  • Click on the Edit button.
  • Click on the Show filters icon.
  • Click on the Show rules icon.
  • On top right click on  Delete rule icon.
  • Click on the Delete button.