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Backup filename: Enter the file name that you wish the input data file backup to be saved
under.
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Delete Existing Metadata: Check to remove any Metadata from memory. This option is
disabled on initial input tasks, and is checked by default on secondary input tasks.
Job Information definitions
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%1 - PDF Directory: Contains the folder from which the data was captured.
Miscellaneous Tab
The Miscellaneous tab is common to all tasks.
Check the option Use as step description to display the text next to the icon of the plugin in
the Process area.
Microsoft 365 Email Input
The Microsoft 365 Email Input task allows the processing of emails from any of the
organization's Microsoft 365 accounts, without having to specify a user's credentials. This way,
privacy is maintained while allowing a process to handle email messages and attachments for
any user. The task communicates through HTTPS. However, the real protection scheme (like
certificates) is configured in Azure Active Directory by the IT administrators.
This task uses the Microsoft Graph API.
For this task to function correctly, Workflow needs to be granted application permissions or
delegated permissions for Microsoft Graph in the organization’s Azure instance.
It needs read access to the Users category (User.Read.All) so that the task can identify the
users in the organization.
In addition, in order to be able to read emails through the Microsoft 365 Email Input task, it
needs the Mail.Read permission; the Mail.ReadBasic permission is insufficient as it does not
grant access to the email’s body or attachments.
For more information on setting application permissions for Microsoft Graph, see
https://docs.microsoft.com/en-us/graph/auth-v2-service.
Input
The Microsoft 365 Email Input task captures an email and its attachments from the selected
inbox when it corresponds to the rules defined in the General tab.
It will process one email at a time (unless the process is self-replicating; see "Process
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