With the January update, Connect to Mail has been able to read e-invoices using the “Automatic document processing” feature. Since then, traditional PDF invoices that landed in the same mail folder monitored by Connect to Mail have been saved in the default document tray. Thanks to the latest May update, PDF invoices are now archived with Connect to Mail using the same configuration as electronic invoices.
Archive PDFs such as e-invoices
If you continue to receive PDF invoices in addition to e-invoices via email, you can now store them with Connect to Mail using the same configuration as for e-invoices. There is now an additional setting available under “Automatic document processing.” This allows you to specify that documents which are not e-invoices are stored using the general settings of Connect to Mail, such as target file cabinet and basic indexing. E-invoices will continue to be read out and indexed accordingly.
Alternatively, you can specify that PDF invoices are not archived but stored in the default document tray. There you can index them manually or by using Intelligent Indexing.
A future update will make it possible to define the storage location more flexibly. We will keep you informed about this here.
Availability of the Connect to Mail update
For DocuWare Cloud, the update for storing PDFs in the file cabinet has already been rolled out for all customer organizations.
For on-premises installations, the update will be included in the hotfixes for DocuWare versions 7.11 and 7.12 starting in calendar week 20. The hotfixes are available as usual in the Support Portal under Setups, Updates & Hotfixes.