How to Forward Documents by Email

You can forward any extracted document as a PDF directly from Receiptor AI to any email address.

Before You Start: Authorize Email Sending

1. Go to Collect > Emails.

2. Click the settings icon on the inbox you want to send from.

3. Under Email Sending Permissions, authorize sending.

Without this, the forwarding option will be greyed out.

Forward Documents Manually

1. Go to Documents.

2. Select one or more documents using the checkboxes.

3. Click Export.

4. Choose Forward to Email Address.

5. Enter the recipient email address(es) and click Send.

The recipient receives an email with all selected documents attached as PDFs.

Forward Documents Automatically

1. Go to Automations > Create Rule.

2. Set the Trigger to Document is created.

3. Add Conditions if you only want to forward certain documents (optional).

4. Add an Action: Send Email -> enter the recipient email address.

5. Click Save.

From this point, every document matching your conditions is automatically forwarded to that address.

Common Questions

Q: Can I forward to multiple email addresses?

A: Yes. Enter multiple addresses separated by commas.

Q: The Send Email option is greyed out. What should I do?

A: You need to authorize email sending permissions first. Go to Collect > Emails > settings icon on your inbox > Email Sending Permissions.

Support

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