Section 1: Upload via Email Forwarding
Emailing documents is often the quickest way to get them into Zudello, especially for documents you receive electronically from suppliers or customers.
Steps:
- Identify Correct Inbox Address: Your organisation likely has specific Zudello email addresses for different document types (e.g., one for purchasing invoices, another for expense receipts).
- Ask your manager or system administrator for the correct email address for the type of document you are submitting.
- Alternatively, if you have permission, you can find the addresses in Settings > Mailboxes.
- Tip: Save these addresses in your email contacts.
- Forward the Email:
- Open the email containing the document you want to upload (e.g., an email from a supplier with a PDF invoice attached).
- Click Forward.
- Enter the appropriate Zudello inbox address (from Step 1) in the To: field.
- Important for Expenses: If submitting expense receipts, ensure you forward the email from your own work email address so Zudello can automatically link the expense to you.
- Send: Send the forwarded email.
What Happens Next?
- Zudello receives the email.
- It automatically identifies valid document attachments (PDFs, image files etc.) and ignores things like email signatures.
- It creates a new record in the appropriate Zudello module/submodule (based on the inbox configuration or document classification).
- The document enters Scanning status while data is extracted.
Next Section: Upload via Manual Upload
Related How-To Guides: