edoc e-mail processing Administration Guide
Breadcrumbs

Connect an e-mail account with Microsoft Graph

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

  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 Microsoft Graph as the connection method from the list.

  5. 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.