---
title: Import by Email Forwarding
description: I
---

[Skip to content](https://help.file.ai/import-by-email-forwarding#main-content)

English

Show submenu for translations

[Customer portal](https://customerportal.file.ai/customerportal?hsLang=en)

![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Customer portal](https://customerportal.file.ai/customerportal)
- Go to bluesheets.io

 Go to bluesheets.io

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Centre](https://help.file.ai/?hsLang=en)
2. [Uploading Files](https://help.file.ai/uploading-files?hsLang=en)
3. [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods)

# 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

![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-28-2024-06-26-51-0646-AM.png?width=1804&height=681&name=image-png-Oct-28-2024-06-26-51-0646-AM.png)

![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-28-2024-06-27-53-7520-AM.png?width=1557&height=500&name=image-png-Oct-28-2024-06-27-53-7520-AM.png)

 

**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)](https://help.bluesheets.io/forwarding-emails-using-outlook)
- [Email Forwarding (for Gmail Users)](https://help.bluesheets.io/my-supplier-sends-me-invoices-via-email.-how-can-i-get-them-automatically-forwarded-to-bluesheets)
- [Setting of Email Processing Strategy](https://help.bluesheets.io/processing-strategy-for-forwarding-emails?hs_preview=PYsuIfZJ-77640745765) (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.

 

- [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content)

    - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024)
- [FAQs](https://help.file.ai/faqs?hsLang=en)
- [Get Started](https://help.file.ai/get-started?hsLang=en#main-content)

    - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai)
- [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content)

    - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces)
    - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations)
    - [Billing, subscriptions, payments](https://help.file.ai/login-account?hsLang=en#billing-subscriptions-payments)
    - [Account errors](https://help.file.ai/login-account?hsLang=en#account-errors)
    - [Account Deletion](https://help.file.ai/login-account?hsLang=en#account-deletion)
- [Uploading Files](https://help.file.ai/uploading-files?hsLang=en#main-content)

    - [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods)
    - [Common Questions](https://help.file.ai/uploading-files?hsLang=en#common-questions)
    - [Integration Guides](https://help.file.ai/uploading-files?hsLang=en#integration-guides)
    - [Mobile App](https://help.file.ai/uploading-files?hsLang=en#mobile-app)
- [Processing Files](https://help.file.ai/processing-files?hsLang=en#main-content)

    - [How documents are processed](https://help.file.ai/processing-files?hsLang=en#how-documents-are-processed)
    - [Common Questions](https://help.file.ai/processing-files?hsLang=en#common-questions)
    - [Common Errors](https://help.file.ai/processing-files?hsLang=en#common-errors)
- [File Inbox](https://help.file.ai/file-inbox?hsLang=en#main-content)

    - [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu)
    - [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu)
- [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#main-content)

    - [Creating Workflows](https://help.file.ai/working-with-processed-files?hsLang=en#creating-workflows)
    - [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules)
    - [Error in Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#error-in-processed-files)
- [Exporting Files](https://help.file.ai/exporting-files?hsLang=en#main-content)

    - [Common Questions](https://help.file.ai/exporting-files?hsLang=en#common-questions)
    - [Exporting to Xero](https://help.file.ai/exporting-files?hsLang=en#exporting-to-xero)
    - [Xero Export Errors](https://help.file.ai/exporting-files?hsLang=en#xero-export-errors)
    - [Exporting to QuickBooks](https://help.file.ai/exporting-files?hsLang=en#exporting-to-quickbooks)
    - [Exporting to Netsuite](https://help.file.ai/exporting-files?hsLang=en#exporting-to-netsuite)
    - [Exporting to Bukku](https://help.file.ai/exporting-files?hsLang=en#exporting-to-bukku)
    - [Exporting to Google Sheets](https://help.file.ai/exporting-files?hsLang=en#exporting-to-google-sheets)
    - [Exporting to third-party tools (via API)](https://help.file.ai/exporting-files?hsLang=en#exporting-to-third-party-tools-via-api)
    - [Exporting to Zoho Books](https://help.file.ai/exporting-files?hsLang=en#exporting-to-zoho-books)
- [For Accountants](https://help.file.ai/for-accountants?hsLang=en#main-content)

    - [Setting up your firm in fileAI](https://help.file.ai/for-accountants?hsLang=en#setting-up-your-firm-in-fileai)
- [Expense Claims](https://help.file.ai/expense-claims?hsLang=en)
- [Mobile App](https://help.file.ai/mobile-app?hsLang=en)
- [fileForge](https://help.file.ai/fileforge?hsLang=en)

# fileAI

Last Updated: June 2025 / support@file.ai

<https://www.linkedin.com/company/file-ai/>

Copyright © 2026, fileAI