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Email Imports Setup Guide and Data Sheet
Email Imports Setup Guide and Data Sheet
Ty Toon avatar
Written by Ty Toon
Updated over 6 months ago

The Email Imports feature in Revver is a new file-storing method that allows users to integrate their email accounts to automatically, and continuously, import emails they've received into Revver. Users map a location in their Revver account that will automatically import email messages or attachments from the email account of the user's choosing.

This feature is compatible with any online email provider that supports IMAP. It's accessible from both the Revver Web interface and Desktop Application.

** NOTE ** Email imports are an additional Key associated with specific packages in Revver. If you're unsure if you have this feature please contact your account rep here at Revver.

How to set up Email Imports

  • Log into Revver via the website or desktop app.

  • Create a folder or drawer that you would like to use as your 'Mapping Destination' for your email imports.

    • This is the folder or drawer where you would like to store your imported emails in Revver.

    • The destination must be a folder or drawer, you cannot select a cabinet or workspace.

  • Go to the left side Navigation pane > select 'All Features' > 'Account Settings' in the Account section towards the bottom.

  • At the top on the right side choose 'Email Imports' then select 'Add New Mapping'.

  • If you are using a Microsoft Email Service, it will take you to their logon page otherwise choose 'Manual Connection'.

  • You will be prompted to select a 'Mapping Destination' in Revver. Select the folder or drawer that you created in step 2.

  • After you select a mapping location, you will see an 'Email Setting' table populate in the center pane of the screen.

  • The Email import settings must be obtained from your email provider/email server. Please enter that information in the provided fields.

  • Select the Email Folder Path.

    • This is the folder path within your email client that you would like to import into Revver.

  • You will then select where you would like the emails in your email server to be sent after import.

  • Select 'Save Mapping'.

The following clip shows the whole process of setting up email imports with a test Gmail account.

Please note that your security settings in your online email provider may need to be changed to allow this feature to operate.

​If you don't know what the IMAP settings for your email are you can find them easily by going to Google.com and searching for your email provider IMAP settings. (ie. 'What is the IMAP server for Gmail').

If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours


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