Email accounts

This section lists email accounts set up for the email trigger functionality. Use this section to add new accounts and delete accounts that you no longer need.

At the top of the "Email accounts" section, in the Projects drop-down list, select the project with email accounts to display. You can change the way the information for each email account is presented as follows:

Select the table columns to display for an email account using the menu icon on the right.
Refresh the displayed information by clicking the refresh icon on the right.
Reset the custom column settings by clicking the reset icon on the right.
Select the number of items to display per page and navigate among pages by using the navigation menu in the bottom right corner.

By default, the following information is displayed for each email trigger.

Column	Description
Name	Name of the email trigger.
Description	Description of the account.
Project name	Project linked to the email account.

Add Email Account

To add a new email account, click the plus sign in the upper left corner.
The "Create new email account" dialog box.

Select an account type and specify the following properties.

Google Gmail and Microsoft 365 account properties

Property	Description
Name	Specify a name for the account.
Description	Specify the account description.
Assign to project	Select a Kofax RPA project for the email account.
Email	Specify the account login name.
Password	Specify the account login password.¹

IMAP account

Property	Description
Name	Specify a name for the account.
Description	Specify the account description.
Assign to project	Select a project for the email account.
SSL/TLS encryption	Select this option if the email account provider requires to use the SSL/TLS protocol.
Host	Specify the IMAP host name.
Port	Enter the port number for the selected IMAP host.
Protocol	Select the protocol to use either IMAPS (IMAP over SSL) or IMAP.
User name	Specify the account login name (usually the email address).
Password	Enter the password for the specified email address.

Click Test to test the connection. After the test connection has been executed, Management Console shows a message with an execution state (success or failure with a description).
Click Save for the changes to take effect.

To delete an account from the list, select it and click the bin icon in the upper left corner. You are prompted to confirm the deletion.

¹ Depending on the email account provider, you might need to create an App password and specify it in this field to make sure the account is not blocked by the server. See the email provider documentation for details.