Release Notes 2026
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Purchase Invoice Automation (PIA)
March Release
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January 2026
Deleting Supplier training data
Resetting password - Smart Workflow
Purchase Invoice Automation (PIA)
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Smart Capture Email Configuration Overview
Configuring Smart Capture to use Gmail in the Web UI
MAP Configuration Non-Microsoft and Non-Google Accounts
Configuring Smart Capture to use Microsoft 365 (Graph API) in the Web UI
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Release Notes - New UI Improvements
June Release 2024 - New UI Improvements
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Contents
- All categories
- Purchase Invoice Automation (PIA)
- Configuring Smart Capture to use Microsoft 365 (Graph API) in the Web UI
Configuring Smart Capture to use Microsoft 365 (Graph API) in the Web UI
Updated
by Caroline Buckland
Configuring Smart Capture to use Microsoft 365 (Graph API) in the Web UI
If Microsoft 365 is being used as the email provider, you will be required to configure the Smart Capture Email Input service.
Log into Smart Capture as an Administrator and select Admin Panel. Select Email Input on the left-hand side followed by Email application settings which is situated in the right hand corner of the screen. Select Graph API from the dropdown options.
A dialog box will pop up. select the option for Custom application, which will allow you to populate your own values for the app registration.
Fill out the information specific to your app registration.
- Your client ID is the app registration ID, taken from the Overview page of the app registration in Azure
- The Client Secret is the secret value that you created in the app registration
- The Scope will be automatically set based on the type of permission you select. Select permission type at the bottom, and ensure that Application is selected
- Lastly provide your tenant ID, which is also available in the Overview screen of your app registration
Example using Application permissions:
Save your configuration, and you should get a confirmation message that it updated successfully.
Next, select Add new email button to add an email address you’d like to configure email input monitoring for. Select your account type from the dropdown and choose your protocol. For Outlook accounts, Graph API is the preferred option, however IMAP and EWS (Exchange Web Services) are available as well.
Next you will provide the email address to be configured:
