How to Import Documents via Inbound Email

Follow these steps to set up an email integration that automatically imports and processes documents sent to a custom address.

Step 1: Access Inbound Email Settings

Log in to your account, navigate to the Integrations section in the side menu, and select Inbound Email.

Step 2: Configure Your Integration Rules

To ensure your documents are processed correctly, set up your parsing rules:

• Filter Type: Choose how you want to filter incoming emails. You can filter by Sender Email, Subject, or Email Body.

• Filter Value: Enter the specific criteria (e.g., the sender’s email address or a specific keyword in the subject line).

• Saving Folder: Select the folder where the imported documents should be stored.

• Extractor: Choose the extractor that will automatically process the data from these documents.

Step 3: Copy Your Custom Email Address

Once you save the integration, the system provides you with a customized email address. Copy this address. You can provide this to your vendors or set up an auto-forwarding rule from your own professional inbox.

Step 4: Send a Document

1. Go to your email client and compose a new message.

2. Paste your customized address into the “To” field.

3. Attach the document you wish to process and click Send.

Step 5: Verify the Extraction

Wait approximately 2 to 3 minutes for the system to receive and process the file. You can then:

• Check the File Manager to see the document in your selected folder.

• Visit the Extracted Data page to view and export the data captured from the email attachment.