You must first establish a connection with an e-mail account (e.g. a collective mailbox for invoices and credit memos) so that all documents that you receive by e-mail (e.g. invoices, credit memos and additional documents) are processed.
If you use Microsoft Azure Cloud and connect to a server with Microsoft Exchange Online, you must select Microsoft Graph as the connection method.
Here's how
-
Open edoc e-mail processing in the sidebar to access the overview page with the e-mail settings.
-
Click on Connect accounts.
-
Click on New e-mail account in the ribbon to add a new account.
-
Select Microsoft Graph as the connection method from the list.
-
Enter the following data:
-
Tenant ID: Enter the tenant ID of the Microsoft Exchange Online app.
-
Client ID: Enter the client ID.
-
Connection name: Enter a meaningful name for the connection of the profile.
-
E-mail address: Enter the e-mail address for the cloud service used.
-
Client secret: Enter the secret client key (Client Secret).
-
Once you have entered the data, click on Save in the ribbon.
Tip
Be sure to test the configured connection by clicking on Test connection in the ribbon.