Email files in
Forward emails to a folder's address and their attachments are saved there, with tags and a person to check them.
Email-in saves the attachments of emails you forward straight into a folder. Use it for supplier bills, bank statements and anything that arrives by email. It comes with Standard and up.
Turn it on for a folder
Admins and Managers open Automation > Email-in and choose a folder. Give it a short email-in name, like "bills". Documents shows the address to send to. You can also choose:
- tags to add to every file that arrives,
- a person who gets an activity to check each new file.
Send files in
Forward an email, or ask suppliers to send to the address. Each attachment becomes a file in the folder, with the sender and subject noted in its details.
Files emailed in count toward your storage like any other file, and follow your plan's largest file size.
What happens next
If the folder has rules, they run on each new file - for example tag it "Bill", read its details, and give it to someone. From Standard, one click makes a bill from it. See Rules and folder actions.
The email-in log
Automation > Email-in also shows the emails that came in lately, how many files each one gave, and any that were turned away, such as a file too big for your plan.
If an address doesn't work
Mail is collected every few minutes, so a file can take up to 15 minutes to appear. If it still isn't there, check the address on the Email-in page - copy it exactly - and look at the log for a turned-away email. Contact support if mail never arrives.