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Paperport 12 Pro - Desktop delivery not working with Outlook 2010

Hello - I have a new pc (windows 7 pro x64) running paperport 12 pro.

I am trying to setup desktop delivery feature in paperport, but when I tell it to monitor the Outlook folders, it doesn't move anything into Paperport. Any ideas? I have tried everything I can think of with no luck.

Reinstalled, reactivated, rebooted etc.

Chris
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chrisbrns
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chrisbrns
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1 Solution
 
Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Two questions: (1) Are you using 12.0 or 12.1? If 12.0, I suggest you upgrade (free!) to 12.1, which fixed numerous bugs in 12.0. I'll send instructions on how to do the upgrade (can NOT do it from inside PP12) if you write back saying that you're on 12.0. (2) When you say "the Outlook folders," what exactly do you mean? Outlook puts all information in a PST file (or OST file in Cached Exchange Mode). Folders like Inbox, Outbox, Sent Items, Calendar, Contacts, Notes, etc. are not "folders" in the classical Windows sense. Outlook makes them appear to be folders by interpreting and displaying the innards of the PST (or OST) file. So exactly what is it that you'd like PP's DesktopDelivery to monitor? Regards, Joe
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chrisbrnsAuthor Commented:
Yes, version 12. Not 12.1

I am doing the following

Creating a new folder in PP
Right click on folder, click on DesktopDelivery
Selecting the Dekstopdelivery from Email (delivers files from your email)
-When clicked, it opens a Outlook Mail connector, allows you to select a folder that displays your folders from Outlook (side note, we are on exchange 2010, using outlook 2010)
-I select the folder, then no matter what other options are selected, it doesn't deliver any messages to the folder desired.

I think that makes sense - I see a little icon in the tray that runs (supposed to be monitoring, etc) It shows at times, "thinking" or "monitoring" when hover mouse ouver it.

Chris
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Chris,

Ah, I see. I've never used DD to monitor email. I've used it just to monitor image files coming into folders. Anyway, this could be a bug that was fixed in 12.1. Here's how to upgrade (free):

PP12.1 Professional
<http://www.nuance.com/windows7/paperport/professional/>

Just fill out the simple form. When I did this a while ago, Nuance sent a "Dear Valued PaperPort Customer" email. It had a link to download a zip file, which was very large (more than 300MB for Pro). I'm using 12.1 with 64-bit W7 – works well.

Uninstall all Nuance PP/PDF-related products, including PP11, PDF Create, PP Image Printer, PDF Converter, etc. (these require separate uninstalls). Unzip the downloaded 12.1 and run AUTORUN.exe in the root. The PP12 installer will install PP12, PDF Create, PDF Viewer Plus, and PP Image Printer. You will need to reinstall PDF Converter separately (if you have it and uninstalled it). Make sure you are connected to the Internet during this entire process so the Activation Server can do its thing.

If this doesn't fix the problem, we'll try some other stuff. Regards, Joe
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chrisbrnsAuthor Commented:
Thanks Joe - I ended up finding a link from some other blog that was a direct link to the download:
http://supportcontent.nuance.com/paperport/12/PP12.1PRO-BEFIGSD-10111.exe
In case you run into this issue in the future... Interesting how Nuance doesn't authenticate the connection - No registration needed.... :)

I will uninstall and reinstall and let you know if the problem fixes itself with the 12.1 update.

Thanks for the help!

Chris
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chrisbrnsAuthor Commented:
Welp - Still a no go on the desktopdelivery... Seems it just doesn't work for some reason. Any other ideas?

Chris
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Chris,
I just checked my download and that is the correct file name. Exact file size is 361,948,448 – I hope you have fast Internet. :)  Regards, Joe
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Well, there are two places related to DD: (1) Tools>Folder Properties. This is where I'm guessing you checked <Deliver files from your e-mail folder> and selected Outlook and then the folders you want to monitor. (2) Tools>DesktopDelivery. This is where you set the time interval for checking the folders and what to do when docs are retrieved. Do you have all of these parameters set correctly?
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chrisbrnsAuthor Commented:
Downloaded and installed. Fiber 50/50 here :)

So found some new info here. When I select a folder that has emails with attachments, it will grab the image attachements, but not the email itself. In a sense, I am trying to have Paperport convert the email itself into a pdf and file it in a folder within PP. Interesting progress getting just the "jpeg" files but leaving the word, pdf and excel files that are in emails with attachments.

So maybe what i am aiming here is for a 'what to grab from email" - Or somewhere to specifically tell PP to convert the whole email, or file extension... Any clues here where I would find that?

Chris
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Nope. The options in DesktopDelivery Folder Settings do not include anything that would work for you. How about a different approach – do it in an Outlook rule (Tools>Rules and Alerts). Set up a rule that fires when any message arrives. You then have a number of ways to go, such as Run a Script or Print It. With the latter, I'm thinking you can set the default printer to the PP Image Printer (so that there's no prompt for a filename, as there would be with PDF Create, CutePDF, doPDF, et al.). Set the PP Image Printer to either PDF Image or PDF Searchable Image via Desktop>Desktop Options>Item. This will do what you want for the body of the email. I just tested it with Outlook 2007 and PP12.1 under 64-bit W7 Pro – works beautifully! Regards, Joe
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chrisbrnsAuthor Commented:
Brilliant! I figured a rule generated might be best way of doing that... I have 100s of invoices/receipts that fire into my mailbox every month and sick of filing everything under email. My accountant will be thrilled if I can master this... only taken the better part of the day, but I am def going to get this figured out before 5... Will let you know the outcome.

Chris
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chrisbrnsAuthor Commented:
Hmm so next question. Is there a way to create a rule after a message is filed in a folder? Like the rule only applies to emails in the folder?

Example, Email comes into my inbox, I manually move it into a folder, then the rule runs on the message after it's been moved?

Hmm ill work on it....
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
As far as I know, Rules apply only to messages when they're received or sent, not when they're moved to a folder. When you start from a blank rule, the only two choices are <Check messages when they arrive> or <Check messages after sending>. There are the very general actions of <start application>, <run a script>, and <perform a custom action>, with which you may be able to do what you want, but I've never played with those. Btw, since setting up the test, I've been running with the auto-print to the PP Image Printer, creating a PDF Searchable Image. Happens instantaneously – very cool!
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chrisbrnsAuthor Commented:
Well the other issue I am faced with is going back thru 25k emails finding and labeling each invoice/receipt with a "to print" and only print once type of option. I'll work on it some more tomorrow - My eyes are killing me... But I'll award ya the points since we got the real issue resolved. Thanks again for your help!
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chrisbrnsAuthor Commented:
You da man!
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Thanks for the points – very much appreciated – but we're not done yet. :)  Manually going through 25k emails will be very painful. I'm hoping there's something in the FROM or the SUBJECT that will tell you it's an invoice/receipt. Then you can make a rule that selects the condition <from people or distribution list> (you would specify the people) or the condition <with specific words in the subject> (you would specify the specific words, such as invoice or receipt). Now here's the trick: when you create the rule, there's a check-box that says <Run this rule now on messages already in "Inbox">. Check this box and, with <print to> being the action in the rule, you'll get all of the invoices/receipts printed to PDF Image or PDF Searchable Image files via the PP Image Printer. Regards, Joe
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Rhonda SyjudCommented:
How to add desktop delivery to PP14?

The tech stated this will help in keeping my computer from crashing since we use servers.. anyone know of a way to do this?
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Hi Rhonda,
I see that you joined EE today — welcome aboard! Here at EE, posting a new question on top of an existing question (whether open or closed) is generally not a good idea, unless the new question is very directly related to the existing one. In this case, it is not, as the question you posted is about PP14 and Desktop Delivery in general, while this question is about PP12 and Desktop Delivery specifically as it relates to inbound email with Outlook 2010. So I suggest that you post a new question by clicking the big blue "Ask a Question" button at the top of the page. When you post the question, include lots of info, such as the exact PP Version/Build (in Help>About), the version of Windows (including bit level), the servers that you use, what "tech" stated that comment to you (Nuance technical support? your company's IT? a third-party?), what you have tried so far to stop the crashes, etc. Regards, Joe
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