Tutorial: Configure an Inbox
Goal: Set up a dedicated email address within Zudello to automatically receive and process documents sent as attachments, streamlining your document intake process.
Persona: Chloe Davis (IT Systems Administrator)
Emailing documents directly into Zudello is a highly efficient way to handle incoming invoices, receipts, quotes, and more. To enable this, you need to configure specific Inboxes within Zudello. Each inbox gets a unique email address and can be configured with default settings (like assigning documents to a specific module or applying default coding) to further automate processing.
This guide walks through the process of creating a new inbox, assigning its basic settings, and configuring default coding rules.
Steps:
Let's start by navigating to the Inbox configuration area.