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Version: Current

Inboxes in Zudello

Zudello inboxes extract documents as soon as you receive them, so you can start processing faster than ever. Customise your inboxes names and reply to emails to suit your business.

Understanding inboxes​

When an email is received, Zudello will:

  • Identify any valid documents and ignore invalid attachments like email signatures
  • Move each attachment to the relevant submodule
  • Begin extraction

You don't need to open the original email or tell Zudello which documents to extract. All valid documents will automatically show in the relevant submodule, and you can process them as soon as they have finished extraction.

The email message will be visible on the document. For more information on the inbox tab, see Using the inbox tab on documents.

Key inbox features​

Your inboxes can be configured with:

  • A customised email address
  • A custom display name within Zudello
  • A designated reply-to address for communications
  • A specific Zudello module
  • Default location and subsidiary coding rules

Configuring inboxes​

Setting up a new inbox​

  1. Navigate to inbox settings.
  2. Click New inbox.
  3. Configure the following settings:
    • Enter a local name for the email address.
    • Set a display name to identify the inbox within Zudello.
    • Add a reply-to address for communications.
    • Select the relevant Zudello module.
  4. Click Save.

Configuring default coding​

To set up automatic coding for documents received in an inbox:

  1. Open the inbox settings.
  2. Navigate to the default coding section.
  3. Configure location and/or subsidiary defaults.
  4. Click Save.

Default coding rules work alongside other automation settings such as supplier defaults and keyword automations.

Managing existing inboxes​

Viewing inbox settings​

To review your current inbox configuration:

  1. Navigate to inbox settings.
  2. Select the inbox you want to view.
  3. Review the configured settings.

Editing inbox settings​

To modify an existing inbox:

  1. Navigate to inbox settings.
  2. Select the inbox you want to edit.
  3. Update the required fields.
  4. Click Save.

Need help?​

Contact your organisation administrator or Zudello support for assistance with inbox configuration and management.