Brokerage Engine Support

Email Document File Attachment into File


Overview:

This feature allows a user to forward email document attachments directly to the document file without having to download and upload a document into the file

  • ALL document files have their own dedicated email address
  • Email address display will show as the document file name as seen in below screenshot
  • Once you have used the email address once, you can simply start typing the address in your email 'To' field and should find it.
  • Any documents emailed into file will first appear at bottom of file and status will be 'Received'
  • Email body content and attachments will be captured in the activity log

Quick Reference:


Link to Full Step-by-Step Guide




















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