User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Configuration > PaperSave Settings > Workflows > Workflow 2.0 > Drop Points > Add Drop Point > Email Box

Adding Email Box Drop Point type for IMAP Type Mail Server:

To add a new Drop Point click on Add button available in the ribbon. As you click on Add button, right panel of the screen will be enabled allowing you to enter the drop point details. Description of all the fields is mentioned below.

1. DropPoint Name: Enter the name of the drop point in the available textbox.

2. DropPoint Type: Select the Drop Point type as Email Box from the drop-down list.

3. Mail Server Type: Select IMAP as Mail Server Type.

4. Separator Type: You need to select Separator Type from the list. There are 5 Separator Types available in the list which are described below:

□	Retrieve Attachments As Individual Items: This separator type will process the attachments as individual item. For e.g., if an email consists of 5 attachments then each attachment will be processed as an individual item.

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Retrieve Attachments Merging Tiffs/PDFs into Individual Items: This separator type will merge the Tiff files together in a single file and PDF files together in a single file and then process the attachments as individual items. For e.g., if there are 5 Tiff and 5 PDF files attached in an email, then 5 Tiffs will be merged together to form a single Tiff file and 5 PDFs will be merged together to form a single PDF file. So at last, 1 Tiff and 1 PDF will be processed as individual items.

□	Retrieve Email & Attachments As Individual Items: This separator type will process the email and its attachments as individual items. For e.g., if an email consists of 2 attachments, then email and both the attachments will be processed as an individual items.

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Retrieve Email & Attachments Merging Tiffs/PDFs into Individual: This separator type will process the Email and Attachments by merging Tiff files together as a single Tiff file and merging PDF files together as a single PDF file. For e.g., if there are 5 Tiff and 5 PDF files attached in an email, then 5 Tiffs will be merged together to form a single Tiff file and 5 PDFs will be merged together to form a single PDF file. So at last, 1 Email, 1 Tiff and 1 PDF will be processed as individual items.

□	Retrieve Whole Email as Individual Item: This separator type will process the whole email with its attachment(s) as individual item. For e.g., if an email consists of 1 or multiple attachment(s) then the email and its attachment(s) will be processed as an individual item.

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5. Mail Server Name: Enter the name of your mail server.

6. User Name: Enter the User Name of your Email account.

7. Password: Enter the Password of your Email account.

Note:

The password to access the mailbox will be stored in plain text within the PaperSave database.

8. SSL Mode: Select the appropriate SSL Mode for your mail server. Select one from below mentioned 3 types of SSL Mode:

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None

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Implicit

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Explicit

9. Port: Enter the Port Number for the selected SSL Mode.

Note:

Please make sure that you do not change the below mentioned default Port settings:

•	Default Port for Implicit SSL Mode is 993.

•	Default Port for Explicit SSL Mode is 0.

10. Get email Folder List: Click Get email folder list button to get the list of folders from your mail server.

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11. Email Folder to watch: Select the email folder from the drop-down list that you may want to make as watch folder.

Note:

•	You will not be able view Processed and Errored folder in the email folder list.

•	In order to process the Errored emails (if exists), you will have to manually move those emails from Errored Folder to the Email Folder List.

12. You may select 'Move eMail to a "Processed" subfolder in the eMail account' checkbox, if you wish to move the processed eMails to Processed sub-folder available in your eMail Account. Processed subfolder in your eMail account will be automatically created by PaperSave during processing.

Note:

•	Please take a note that if you do not select 'Move eMail to a "Processed" subfolder inthe eMail account' checkbox then emails that gets processed will not be moved to the Processed folder.

•	Please make sure that you create different Backup folders for different Drop Points.

13. Choose Folder: You may want to take backup of processed emails and save those emails into file folder on your drop point processing machine. If you wish to do so, you need to click Chooser Folder button and select the desired folder.

Note:

Incase of PaperSaveCloudTM, physical folders cannot be created, so you will not be able to view this input field.

14. Forwarding Email Address: Forwarding Email Address field allows you to enter the Email ID to which you would like to forward the processed emails.

Note:

•	Incase of PaperSaveCloudTM, there is no way to create physical folders and save the processed emails as a backup in your local drive. We highly recommend you to provide the forwarding email address in the above field, so that the processed emails can be forwarded to this email address as a backup.

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Please take a note that incase of PaperSaveCloudTM, we highly recommend you to either select "Move eMail to a Processed subfolder in the eMail Account" checkbox mentioned under point#12 or provide the Forwarding Email Address mentioned under point#14, so that you can have a backup of the processed emails.

15. Enable Profile Field Template: If this option is selected then Profile Field Template set from here would be automatically filled in while the items are processed by DropPoint Processing Service. You can import/export Profile Field template values only if this option is selected.

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Fields marked with * denotes mandatory fields. Description of shortcuts to perform few Drop Point operations using keyboard are available in the bottom of the screen. Click here to know more.