Integrations Page Overview

This document explains how to enable integrations, configure a mailbox and protocol, and manage connection details and conversion rules.

Enable integrations

Enable integrations using the Integrations enabled toggle. Keep the toggle enabled to allow connection to the remote server.

Configure integration for all mailboxes in the same account on this page. Open this page with a mailbox selected to pre-fill all fields (except Notify by email).

Manage integration

Use the Manage integration block to customise integration properties:

• mailbox for integration

• connection protocol

If you have more than one mailbox in this account, select the mailbox for integration in the first field. Select the connection protocol in the second field. Let the Connection details block update based on your selection.

Connection details

For SFTP, use the autogenerated values in the Connection details block. Generate or update the password as needed.

• Use the credentials from this block to connect to the FTP server.

• Click the Copy icon to copy any parameter.

• Click the Update password icon to generate a new password.

• For AS2, use the autogenerated Self URL and Self certificate. Fill the remaining parameters manually.

Default rules

Apply default rules when incoming documents don’t match any created conversion rules. Select one of the three predefined options. If you select the third rule, specify the reject reason. The system rejects all incoming documents with this reason.

Conversion rules list

Conversion rule list is empty by the default. To create a new rule, click the button to open the rule creation form.

Review new rules in this list. Enable or disable each rule as needed.

Update, clone, or delete existing rules in the rule properties form. Open the form by clicking the rule name. Click the button to save changes.