Email Document File Attachment into File
Overview:
In this article, we will outline how to send documents directly into a Document List by email.
This feature is helpful as it allows a user to forward attachments without needing to download and manually upload them into the system.
- Each document file has its own dedicated email address
- Any emailed documents will appear at the bottom of the Document List with the status Received
- The email body and attachments are logged in the Activity Log for reference
Important to Know:
Only PDF files can be emailed into the system. PNG or other formats (such as those commonly found in email signatures) will not be accepted.
May take up to fifteen minutes for the document to appear in the Document List
Quick Reference:
Link to Full Step-by-Step Guide
