Email To Prime

Overview

The Email To Prime system is an optional, automated system that takes emails sent to a specified email address, reads in the case number from the subject line, and then adds the plain text portion of the email into the case notes for the specified case. The email is then forwarded to a notification address with information on whether it was successfully added or not. If it was successfully added, a staff member may follow up in the case or with the PBI Attorney. If it was not successfully added, the staff person can manually add the information to the case, or correct/add the case number to the subject line and send the email back to the system for processing again.

Email Requirements

The subject line must include the following by way of example: "Casenum: 21E-4010402" Obviously, the case number (represented by "21E-4010402") must be an appropriate and existing case number in Prime.

The email must have a plain text section. This is the portion of the email that is copied into case notes.

Setup

There are several pieces to the system that are set in the setup page (inpEmailToPrimeSettings). This setup page can be opened from Admin-->Custom Admin ("Email To Prime Settings").

Each name has a value. Do NOT attempt to change the field name:

Field Name	Example Value	Description
emailpickuppassword	ThisIsMyP@ssw0rd!!	Password for the email account from which email will be retrieved and reviewed.
emailpickupport	993	The IMAP port for the email account from which email will be retrieved and reviewed.
emailpickupserver	imap.gmail.com	The email server name for the email account from which email will be retrieved and reviewed.
emailpickupusername	cases@yourdomain.com	The username for the email account from which email will be retrieved and reviewed.
emailpickupusessl	true	Whether to use SSL for the email account from which email will be retrieved and reviewed. (true or false)
noticeemailaddress	probonogroup@yourdomain.com	The email address to which notices of action should be sent. This should be a group of people in your organization.
noticeemailname	Pro Bono Group	The name to which notices of action should be sent. This is used with the noticeemailaddress to show like this in emails: "Pro Bono Group <probonogroup@yourdomain.com>"
sendingemailaddress	cases@yourdomain.com	The email account that should be used to send notices. This will probably be the same account being used for pickup, so replies will come back to the same place.
sendingemailname	Email To Prime System	The name on the account that should be used to send notices. This is used with the sendingemailaddress to show like this: "Email To Prime System <cases@yourdomain.com>
sendingemailpassword	ThisIsMyP@ssw0rd!!	The password for authentication to the account that should be used to send notices.
sendingemailusername	cases@yourdomain.com	The username for authentication to the account that should be used to send notices. This is probably the same as the sendingemailaddress.
sendingsmtpport	587	The smtp port for the account that should be used to send notices.
sendingsmtpserver	smtp.gmail.com	The smtp server for the account that should be used to send notices.
sendingsmtpusessl	true	Whether ssl/tls should be used for the smtp server for the account that should be used to send notices. (true or false)
sendingsmtpusestarttls	true	Whether starttls should be used for the smtp server for the account that should be used to send notices. (true or false)
useofficenumber	9999	The office number to use in the case notes for the new entry. This must be a valid office number in your system.
usestaffnumber	9999	The staff number to use in the case notes for the new entry. This must be a valid staff number in your system.
CheckSetupURL	Example	The URL for Prime to use (in the setup page) to hit the CheckSetup routine. This will be set by Kemp's Case Works staff and should not be changed.
RetrieveEmailsURL	Example	The URL for Prime to use (in the setup page) to hit the manual RetrieveEmails routine. This will be set by Kemp's Case Works staff and should not be changed.