Email account setup

Main Features #

Silicon ioi includes an integrated email manager that allows you to connect an email account (Gmail, Outlook, Exchange) in order to:

• Receive and view your emails directly in the Silicon ioi interface
• Send emails from Silicon ioi using your existing email address
• Automatically generate documents from received emails

Setting Up the Email Account #

To connect your account:

1. Enter your email address
2. Select your email provider (Gmail, Outlook, etc.)
   • or manually fill in the server address and port

Authentication #

The authentication process depends on the selected provider.

Gmail #

Use the basic authentication method, but replace your password with an application-specific password.\nThis token can be get from your google account by following these steps:

1. Log in to your Google account: https://accounts.google.com
2. Go to the Security tab
3. In the “How you sign in to Google” section, click on 2-Step Verification
4. If 2FA is not yet enabled, enable it
5. Return to the 2FA section and click on App Passwords:\nhttps://myaccount.google.com/apppasswords
6. Generate a new app password
7. Copy the password and paste it into the Password field in ioi

Outlook / Exchange #

Configuration for Outlook or Exchange can be more complex.\nWe recommend contacting:

• Your Microsoft reseller
• Your Exchange administrator

Enabling Incoming/Outgoing Flows #

Make sure to activate the Incoming and/or Outgoing features of your email account settings so that Silicon ioi can send and receive emails properly.

Automating Document Creation from Emails #

Prerequisite #

Ensure the IMAP option is enabled in the Incoming section:\n\n

Setting IMAP Rules #

In the IMAP Details section, you can define your own rules for automated processing:

\nFolder name Field

• Specifies which folder in your email account should be scanned
• By default, the INBOX folder is used
• Silicon ioi will fetch new unread emails from this folder

Append to Field

• Allows you to specify the doctype to be generated automatically
• Each time a new unread email is added to the specified folder, Silicon ioi will create a new document of the selected type

Example:\nIf the “Folder name” field is set to MY TICKETS and the Append to field is set to Ticket, then:

A new ticket will be automatically created for each unread email received in the MY TICKETS folder of this email account.