Overview
A Unique Email address is created for each entity. You can email your documents to the SmartDocs 360 email address, and after data extraction, the PDF or image will be displayed on the Documents screen.
Navigation
The SmartDocs email address for an entity can be found in two locations.
The first is on the Entities screen, with all entities and their respective SmartDocs email addresses to the right of the names. Clicking on an email address will copy it so it can be pasted elsewhere.
The second method is to select the relevant entity via the drop-down at the top of the screen and then select the button to copy the email address to be pasted elsewhere.
Emailing the documents
You can send an email by entering the entity's email address and attaching the documents to be uploaded into SmartDocs 360.
- Hyperlinks of documents will not be supported. The actual document must be attached to the email.
- Multiple Documents can be attached to one email.
Once the document has been received by SmartDocs 360, the user will receive a reply from SmartDocs 360 that the document has been received and is being processed.
After some time, the document will appear on the entity's documents screen, waiting to be reviewed.
Email Forwarding Rules
If you frequently receive documents or invoices from suppliers via email, consider setting up an email forwarding rule. This simple setup ensures that documents are automatically sent to SmartDocs 360, eliminating the need for manual processing and saving you valuable time.
Refer to the relevant guides below: