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.

• Dedicated Emails: Each document file has its own unique email address.
• Automatic Uploads: Emailed documents will appear at the bottom of your Document List with a Received status.
• Audit Trail: For easy reference, both the email body and its attachments are automatically logged in the Activity Log.

Important to Know: 

• PDFs Only: The system only accepts PDF files. Other formats, like PNGs (including those in email signatures), will be rejected.

• Processing Time: Please allow up to 15 minutes for the document to appear in your list.

Quick Reference:

Link to Full Step-by-Step Guide