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Version: Current

Step 2: Create New Inbox and Configure Basics

Define the core settings for your new inbox, including its unique email address.

Steps:

  1. Initiate Creation: On the Mailboxes settings page, click New inbox.
  2. Configure Details:
    • Local Name: Enter the prefix for the email address (e.g., invoices, expenses, ap). The full email address will be yourlocalname@in.zudello.com (or similar based on your region). Choose something clear and easy to remember.
    • Display Name: Enter a user-friendly name that will identify this inbox within Zudello (e.g., "AP Invoice Inbox", "Employee Expenses").
    • Reply To Address: Enter the email address that should appear as the sender if users reply to emails from within Zudello using this inbox (e.g., accounts@yourcompany.com).
    • Module: Select the default Zudello module where documents sent to this inbox should initially be placed (e.g., Purchasing, Expenses and Travel). Zudello's classification may override this if it confidently identifies a different document type.
  3. Save: Click Save.

What Happens Next?

The new inbox is created with its unique email address. You can now optionally configure default coding rules for documents arriving in this inbox.

Next Step: Configure Default Coding (Optional)

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