9.9.1 Application example: Inbox
9.9 Application examples AI mailroom
Below you will find one application example for each: Inbox Incoming forms E-mail inbox
9.8 Setting up AI mailroom with Archive Connector
Before installation (preparatory installation measures) Enter the adapted list of document types in the customization. After installation 1. Enter the constants for Archive Connector in the configuration (Service Console): 2. set settings in the user interface (Settings archive path) 3. optional: activate/deactivate the document types in Archive Connector as required 4. assign user roles (groups […]
9.7 Status of correspondence in the AI mailroom
The diagram on the right shows the different statuses of a mail transaction in the AI mailroom. Meaning of the status colors: Status with colored background (e.g. B. New, In progress, Data completion for archiving) show that an action is required. Status with gray background (e.g. B. AI recognized, original requested) mean that there […]
9.6 Revision
The EPO Audit user group has access to the audit tab of the AI mailroom. Rights and functions: View all mail processes in the AI mailroom (corresponds to the E-correspondence (all) tab). Read-only rights – no editing options or changes to the processes.
9.5.4 Settings
The EPO administrator and the BM Portal administrator have access to the AI mailroom settings. Basic settings, archiving settings and deletion settings can be made here. The path for the “Monitoring folder” can be stored under the basic settings. If a “Monitoring folder” is stored, a processed path and a path for “Failed imports” are […]
9.5.3 Process types
In the “Transaction types” tab, all transaction types of the AI mailroom are displayed in an overview table. Columns of the overview table: Title Description Readers Editors Active The administrator can use the “View columns” button to show additional columns, including : Created by Last edited by Last edited on In the overview table, the […]
9.5.2 Storage locations
In the Storage locations tab, the administrator can create, edit, delete and set the storage locations of the message processes to active or inactive . Only the title and a checkbox (storage location active or inactive) are displayed in the overview table. At the end of each row there is an edit icon (pen) and […]
9.5.1 E-correspondence (all)
This tab has the same structure as the user-specific “E-correspondence” tab, with the difference that the administrator can view all mail processes here – even those that do not fall within their direct area of responsibility. In the filter options, you can also filter by mail process status. Overview of e-correspondence (All): The administrator also […]
9.5 Administration AI mailroom
The EPO administrator and the BM portal administrator have access to the administration area of the AI mailroom. Three sub-tabs are available to them within this area: E-correspondence (all) Transaction types Storage locations