Auto-forwarding in Receiptor AI means automatically sending documents by email to a recipient using an Automation Rule. It fires when a document is processed.
Go to Collect -> Emails.
Find the inbox you want to send from and click Settings.
Open the Permissions tab.
Click Authorise email sending.
Complete the OAuth flow in the pop-up window.
Once authorised, a Sending enabled indicator appears next to that inbox.
Go to Automations and click New Rule.
Set the Trigger to Document is created.
Set the Action to Send Email.
Enter the recipient email address.
Save and enable the rule.
To reach the email sending permission: go to Collect -> Emails, find the inbox, click Settings, and open the Permissions tab.
Contact us via the in-app chat or at [email protected].
