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Email Forwarding

DocumentPro allows you to automatically process documents by forwarding emails to parser-specific email addresses. This feature streamlines your workflow by eliminating the need for manual uploads.

How It Works#

Each DocumentPro parser is assigned a unique email address. When you forward an email to this address, DocumentPro automatically processes the content:

  • Email attachments are parsed by default.
  • The email body can also be parsed if this option is enabled.

Setting Up Email Forwarding#

  1. The forwarding email is automatically generated when you create a parser.
  2. Find the email address in the parser documents tab.
  3. Use this email address to forward documents for processing.

Using Email Forwarding#

  1. Forward an email with the document(s) you want to process to the parser's email address.
  2. DocumentPro will automatically process the attachments and, if enabled, the email body.
  3. The parsed results will be available in your DocumentPro parser.

Email forwarding

Important Notes#

  • Supported Formats: PDF, JPG, PNG, TIFF attachments are supported.
  • Email Body Parsing: This feature must be enabled during parser creation (via web interface or API).
  • Multiple Attachments: All supported attachments in a single email will be processed.

Best Practices#

  1. Use Descriptive Subject Lines: The email subject can be used to identify the document in DocumentPro.
  2. Organize Your Inbox: Consider creating a dedicated folder or label in your email client for documents you plan to forward to DocumentPro.
  3. Check Processing Status: After forwarding, log into DocumentPro to verify successful processing and review results.

Troubleshooting#

If your forwarded documents aren't appearing in DocumentPro:

  1. Verify you're using the correct email address for the parser.
  2. Check that the attachment format is supported.
  3. Ensure the forwarding email is from an address associated with your account.
  4. Check your account's storage and processing limits.

Security Considerations#

  • The parser-specific email addresses are unique and secure. However, avoid sharing them publicly.
  • Consider encrypting sensitive documents before forwarding, if your security policies require it.
  • Regularly review the list of email addresses authorized to forward documents to your parsers.

By leveraging email forwarding, you can seamlessly integrate DocumentPro into your existing email workflows, saving time and reducing manual steps in your document processing pipeline.