Import Email

Email Document Setup

Import email attachments automatically from the inbox to the Document Management system of Octo Forms. NB: It is not recommended to connect your personal email addresses.

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Email Received
Attachment Detected
Barcode Scanned
File Imported

Setup

Travel Reports Filter

Enter your email details. An App Password can be set up on gmail instead of your actual password.
It is not recommended to use your sign in password: Googe App Password
Default Mail server settings can be found here: Googe Mail Settings

Document

In the menu select Email Setup and select Add.
Apply your settings and set up rules to search for specific documents.

Barcodes

All documents will be scanned for a barcode.
If none can be found it will be imported into the default selected folder. To find out more about Barcoding documents you can read: Document Barcodes