Email a file directly to a vault using the Inbound Email

Modified on: Sun, 6 Nov, 2022 at 1:44 AM

Success! All documents emailed into a Vault will appear in the “Unfiled” area. By default administrative users (Sponsors) don't have access to this section.
Info! The body of the email will be also stored with the document. On the Legacy system (3X): users will need to move the documents to any folder to view the email thread. On the new version (4X): users can right-click and view the original email at any time.

All emails sent to an inbound email address (vault) must have a file attached to be received inside the vault, and the file type needs to be supported.

Notifications: A notification will be sent to the sender when it is successfully received. Check your spam folder if you don't see it in your inbox. If you don't receive an email confirmation, please confirm with the vault owner they can see the document in their Unfiled area or try again. Vault owners receive this notification by default unless they change it in the Account setting.

Step 1: Share or Use the correct inbound email address of the vault.

  • Ask the vault owner for this unique inbound email address. Each vault has a different email. If you have access to the Unfiled area, use the clipboard to copy the inbound email address.
  • We highly recommend saving the inbound email address as part of your contacts [Jhon Doe - Vault] in your email, so you can send more documents in the future. 

Step 2: Add the email address in the e-mail & add a document.

  • The maximum attached size is 25 MB. 
  • You can also forward an email into the vault using the same inbound email address. 
Warning! Emails without files attached won't be registered in the vault. Click here to check the extensions accepted.

If the document is sent by an unrecognized email address. You will notice that the email address has a different color and an alert sign. A pop-up notification will alert you before moving the file to your Vault.

Step 1: If you recognize the email, click on it. 

Step 2: Then select Yes (Trust). You can manage your trusted email in your Account Setting.

Attention! Depending on the email provider used when sending documents to a vault, the document can have a size of up to 25MB.

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