Configuration

The Service-Setup allows to define extraction parameters, storage locations (SharePoint or FileShare), storage options and the CRM-connection in one simple user-interface.

• Scheduler

  Set up a scheudule for the service to perform tasks. E.g. extract only at the weekend or extract only from midnight to 5am in the morning.

• Blacklist / Whitelist

  Set up the service to touch only emails related to certain entities (Whitelist) or block certain entities from being touched by the service

• Extract Note and Email Content

  Besides documents, AttachmentExtractor can be configured to extract email or note content. This is useful for indexing and searching. 

• Dynamic Save Locations

  With the option to choose save locations based on values of CRM attributes custom logic can be added to the extraction process.