Import by Email Forwarding

Send documents directly into fileAI for processing!

• Supported formats: JPG, PNG, TIF, HEIC, HEIF, PDF, EML, CSV, XLSX, XLS, DOC, DOCX, ZIP, WEBP.
• Please note that fileAI does not support documents in zipped folders at the moment

Set up a new forwarding email

1. From the left menu, select Workflows > Forwarding emails
2. Click '+' to create a new fileAI email address and hit 'Save'
3. Select 'Edit' on the forwarding email if you wish to rename email, change tag or its processing strategy afterwards

1. 1. Select Tag 
   2. Select Processing Strategy (This determines how your emails will be read)
   3. Hit ‘Save’ to update the changes

If you use Gmail or Outlook as your email program and would like to automatically forward documents to your fileAI organisation, kindly refer to the following guides for the respective setup

• Email Forwarding (for Outlook Users)
• Email Forwarding (for Gmail Users)
• Setting of Email Processing Strategy (This determines how your emails will be read by our system)

You may wish to specify certain conditions for incoming emails, such as a specific sender or keyword in the subject line, so that only relevant documents are automatically forwarded to your fileAI email address.