Email accounts

This section is available for users with the following roles: Administrator and Project Administrator.

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 account.

Description

Description of the account.

Project name

Project linked to the email account.

Add email account

  1. To add a new email account, click the plus sign in the upper left corner.

    The "Create new email account" dialog box appears.

  2. 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.

    Use OAuth

    Select this option if you want to use OAuth user credentials and provide additional security. When you select this option, the password field becomes inactive.

    OAuth user

    When you select to use OAuth user credentials, this field becomes active. The drop-down list contains all OAuth users associated with the selected email account provider and project. Select the required OAuth user from the list.

    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.

    Use opportunistic TLS

    Select this option to encrypt connections with the email account provider using TLS.

    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.

    Email

    Specify the email address.

    Password

    Enter the password for the specified email address.

  3. 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).

  4. Click Save for the changes to take effect.

Additionally, you can perform the following actions on email accounts from the context menu:

  • Edit: Contains the same fields as the "Create new email account" dialog box.

To remove an account from the list, select it and click the bin icon. You are prompted to confirm 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.