Collection Points > IMAP Server

Create a New IMAP Server Collection Point

  1. Click on COLLECTION > POINTS in the Navigation Bar. This brings you to the “Collection Points” screen.
  2. Select IMAP Server, and click NEW.
  3. This brings you to the “IMAP Server Collection Points” screen where you enter information for your IMAP Server Collection Points.

The fields include:

  • Name: Name for the Collection Point,. For example, “E-mail.” Required.
  • Description: A description of the Collection Point. For example, “Corporate Account.”
  • IMAP Server: Choose the IMAP Server that you want as a Collection Pointu. For example, “E-mail.” Required.
  • Enable Filtering: Check to enable Filtering.
  • Filter: Set file names and/or extensions for filtering. For example, *.jpg will collect only those files with a .jpg extention.
  • Account Information: Choose the account that you want to access from the drop down menu. Required.
  • Login: The login name for the account that you selected. This field will fill automatically when you select an account.
  • Add to Group(s): You can add this point to an existing group at this point without having to access Collection Groups.
  • Scan for Bar Code: Check this box to tell DocuBreeze to look for bar coded files when using this point.
    Use the selections provided to look for the bar code on only the first page or anywhere in the scanned document.
    Multiple bar codes found in a single file with "All Pages" selected will be treated as separate documents with separate processes.
    Bar code processes found will override any other task proccess.
  • A sample completed “IMAP Server Collection Points” screen is shown below. Click SAVE to establish the collection point. 

     

  • For information about creating Collection Groups, click here.
  • For Information about using Collection Points and Groups, click here.

  • Edit or Delete an IMAP Server Collection Point

    1. Select COLLECTION > POINTS > IMAP SERVER > EDIT/DELETE.
    2. You are brought to the “Search” screen. Enter criteria for the IMAP Server to be defined and click SEARCH.
    3. Select the collection point you would like to edit from the list displayed by clicking on its link.
    4. Edit: To Edit the collection point, change any information that you wish and resave the information. (You can not change the Name./) Click SAVE to save your changes.
    5. Delete: To Delete the collection point, click DELETE. Conflicts that may prevent you from deleting the collection point must be resolved before you can delete the collection point.