E-mails are a document source like any other: the attachments (PDF, images, Office documents) and the message body itself can become documents of a batch, and the message data (sender, subject, date) is available as fields.
On the desktop: drag the e-mails in
Drag an .eml file, or a message straight from Outlook (classic or new Outlook), onto the batch. The Add email file dialog opens with these options:
Convert email body to pdf and add: the message text becomes a document (or the first page).
Import attachments and Exclude inline attached images, to leave out signature logos and icons.
Start new document with each attachment.
Apply to next file: repeats the choice for the other dragged messages.
The split rules of the job apply afterwards as with any other import. Office attachments are converted to PDF if an Office converter is configured in the program options.
Unattended: IMAP mailboxes (Enterprise)
Reading a mailbox with nobody around is an Enterprise feature: the input service connects to the mailbox over IMAP, with OAuth 2.0 for Microsoft 365 and Gmail or user and password on other servers, reads the unread messages, creates batches and moves, marks or deletes the processed messages. The account is configured in the web client (Job settings, IMAP input) and the OAuth credentials are obtained from this desktop program: see IMAP OAuth2 and SharePoint Online credentials.
Each document imported over IMAP carries the message data usable in fields, batch names and scripts: imap_Subject, imap_FromMail, imap_ToMail, imap_Date, imap_BodyText and imap_IsBody. Attachment rules per sender can ignore, split or join attachments, with conditions on the images (%img.width%<300 skips signature logos) and the PDFs (%pdf.pages%>20 skips catalogues).
A desktop station does not read mailboxes. For a 24x7 mailbox use ChronoScan Enterprise; see ChronoScan Enterprise.
