Manage connections tasks

Manage connections to specify the source (such as email, fax, or folder) from where the documents can be imported and the tools for converting documents.

Using connection tasks, you can manage connections to Message Connectors and manage rules that control how specific documents should be handled.

You can manage connections using the following connection tasks:

The commands from the Connection Tasks menu are used to:

  • Manage connections to Message Connectors.

  • Manage rules to control handling of specific documents.

Add Connection button

Click to create a new connection to a Message Connector. The Connection configuration window opens.

Edit Connection button

Select one of the connections to Message Connector and click this button to edit it. The Connection configuration window opens.

Remove Connection button

Select one of the connections to Message Connector and click this button to delete it.

Add Rule button

Click to create a new rule. The Rule window opens.

Move Rule Up and Move Rule Down buttons

Use these buttons to establish the rule priority. If a document matches several rules on the list, the uppermost rule is used.

Edit Rule button

Select a rule in the table and click this button to edit it. The Rule window opens.

Remove Rule button

Select a rule in the table and click this button to delete it.