Pre-requisites:

Role privilege as mentioned below, on the project in which a form mailbox is to be set up:

Below are the steps to create a new form mailbox within a project:

1. Navigate to the 'Projects' tab. In the thumb view, mouse over the project thumbnail and click the icon. A layered page opens. Click 'Project Mailbox'.

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Alternately, right-click on the project in the listing view, select 'Settings' and then 'Project Mailbox'.

2. You'll see existing form mailboxes for the selected project.

3. You will see two options - 'File' and 'Form'. Select 'Form'.

4. In the 'New Form Mailbox' window, enter a mailbox address to create a project form mailbox. If a similar mailbox address exists in the system, you will see a prompt as the email address must be unique on the Asite platform.

Tick 'Allow External users'. This allows Asite to accept emails from addresses outside its platform for the selected mailbox configuration. External emails are allowed from 'Yahoo', 'Hotmail', and 'Gmail' accounts.

Select an organisation and a user in it who will be the default publisher for all incoming emails from external email addresses.

Select the required form type (form type) for which you are creating this form mailbox (every form type needs to have a unique mailbox).
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Select the appropriate form status.

5. Click 'Save'. Form mailboxes currently accept files in MS Excel format only.

To mark an existing form mailbox as inactive, click the mailbox record in the listing view to open the mailbox.

In the form mailbox view on the top right, check the 'Inactive' checkbox and click 'Save' to deactivate the form mailbox.