Email Capture Setup
Microix Support does not provide assistance for setup or training. For setup or training services, please contact sales@microix.net for a quote.
Prerequisites
Before using Email Capture feature, ensure the following:
Office 365 mailbox is available.
Mailbox account is a service account used only for receiving invoices. It should not be a general mailbox used for sending and receiving mail
Authorize Access to Office 365 Mailbox
Step 1: Set Up IMAP Mailbox Access
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Navigate to Maintenance > Application Options from the navigation menu.
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Locate the IMAP group and select Office 365 as the provider.
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Enter or select the service mailbox account.
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Click button oAuth Authorization > IMAP.
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A new page will open prompting you to authenticate with your Office 365 mailbox account.
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If your Office 365 settings allow users to consent without administrator approval, you will receive a successful authorization message.
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If consent authorization is blocked, contact your Office 365 administrator for assistance in granting access.
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Step 2: IMAP Mailbox consent Successful
Navigate to Invoice Capture from the navigation menu.
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Click the Email Capture button. A panel (or drawer) will open, displaying the mailbox content.
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Select one or more message containing your invoice and Microix will download the message and automatically OCR any invoices found in the mailbox.
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All downloaded emails will be marked as read.
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Emails that have already been processed will not be downloaded again.
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