Connect an e-mail account with IMAP

To ensure that all documents sent to you by e-mail (e.g. invoices, credit memos and additional documents) are processed, you must first establish a connection with an e-mail account (e.g. a collective mailbox for invoices and credit memos).

If you establish a connection to a local Microsoft Exchange server (on-premises), you must select IMAP as the connection method.

Here's how

1. Open edoc e-mail processing in the sidebar to access the overview page with the e-mail settings.

2. Click on Connect accounts.

3. Click on New e-mail account in the ribbon to add a new account.

4. Select IMAP under Connection method.

5. Enter the following data:

   • Server: Enter the base address or the IP address of the server.

   • Port: Enter the port number at which the e-mail server can be reached.

   • Encryption: Select the encryption. The following options are available:

   • None: If you select no encryption, the data will not be encrypted.

   • SSL: If you select SSL, the protocol is used for all transmissions.

   • TLS: If you select TLS, the protocol is used for all transmissions.

   • No TLS: If you select No TLS, the connection is explicitly unsecured.

   • STARTTLS: If you select STARTTLS, the connection to the e-mail server is initially established unsecured and encrypted after the handshake.

   • Validate SSL: If you have selected SSL, activate this function so that the SSL connection is checked.

   • Connection name: Enter a meaningful name for your connection.

   • E-mail address: Enter any e-mail address for the connection. The e-mail address is only used for internal identification of the connection in edoc e-mail processing.

   • User name: Enter the e-mail address of the IMAP user account you wish to connect to.

   • Password: Enter the password for the IMAP user account.

Once you have entered the data, click on Save in the ribbon.