Inbox setup

The Inbox is an intuitive, inbound-only file sharing tool designed to streamline document management while saving time and reducing or eliminating paperwork. Once documents have been added to the Inbox, they can be used to create new or associate to existing bills, invoices, payments received, vendors or customers. A unique Inbox email address will be generated which can be provided to vendors and customers so they can email bills and invoices directly into the account for processing.

After clicking Inbox for the first time, the following page is displayed: Inbox:Document Management - Inbox Setup - Inbox Setup - Image 1

Setting up the Inbox email address

By default, the Inbox email address will be For example: Acme and Company will be assigned the Inbox email address The Inbox email address can be updated by taking the following steps:

  1. Click Inbox in the left navigation pane
  2. Under Start using the inbox, click edit next to the current Inbox email address
  3. Enter the new Inbox email address, using a minimum of eight (8) characters in front of the domain
  4. Click Save

Provide this email address to your vendors so bills can now be sent directly to the account. Tip: If an internal business email address has been setup for this process, set up auto forwarding from that inbox to the email to avoid changing your vendor's process.

Editing the Inbox email address

From the Inbox page

  1. Click Edit next to the current Inbox email address
  2. Enter new Inbox email prefix
  3. Click Save

Bringing in documents

Documents are brought into the Inbox four (4) different ways:

  • Email: Email the document to the Inbox email address

  • Drag and drop: Locate the document on your computer and drag the document into the Drag and drop box

  • Browse your computer: Click Browse your computer, locate and select the document, click Open

  • Fax: Fax the document(s) to the Inbox fax number

  • The time and date each document arrived to the inbox will on the top right of each document document

Inbox Preferences

At any time, you can edit your inbox preferences:

  • Email Content and Attachments; the first time you access your inbox after setup, you will be asked how you'd like to handle attachments that come in via email, and there are contents in the email body itself
    • set to YES to bring in the body of emails sent to the inbox, as a separate document
    • Set to NO to just bring in attachments from emails
  • UserPreference
    • Always attach the first page of the document as default
    • Always attach all pages of the document as default

inbox preferences gif - NEO